Portfoliometrix SA Equity Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Portfoliometrix SA Equity Fund Fact Sheet MDD
Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.81%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2014 11 years ago
Fund Benchmark
Jse capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 6.8 Bil.


Portfoliometrix SA Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.

Distributions Info (in cents)
Q2 of 2023 2.55
Q4 of 2022 2.42
Q2 of 2022 2.68
See Also
Denker Equity Fund
Truffle General Equity Fund
Allan Gray Equity Fund
Gryphon All Share Tracker Fund
Nedgroup Investments SA Equity Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.