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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 |
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 |
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Launch Date |
Nov 2014 |
11 years ago |
Fund Benchmark |
Jse capped Swix Alsi |
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Portfoliometrix SA Equity Fund Unit Prices |
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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.
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Distributions Info (in cents) |
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Q2 of 2023 | 2.55 |
Q4 of 2022 | 2.42 |
Q2 of 2022 | 2.68 |
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Asset Allocation Analysis |
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Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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