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| Portfoliometrix SA Equity Fund Fact Sheet MDD |
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Portfoliometrix SA Equity Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.81%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2014 |
11 years ago |
| Fund Benchmark |
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| Jse capped Swix Alsi |
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| Portfoliometrix SA Equity Fund Unit Prices |
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SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.55 |
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| Q4 of 2022 | 2.42 |
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| Q2 of 2022 | 2.68 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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