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| Rezco Value Trend Fund Fact Sheet MDD |
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Rezco Value Trend Fund Fact Sheet MDD
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The fund objective is to achieve a total return without taking on a greater risk.
The fund will invest in companies with strong earning growth , sustainable revenue streams and low borrowings.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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2.10% - 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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| Sep 2004 |
22 years ago |
| Fund Benchmark |
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| JSE Alsi Index |
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| Rezco Value Trend Fund Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
DYN
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Rezco |
| Collective Investments |
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| Rezco |
| 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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