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| M&G Equity Fund Fact Sheet MDD |
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M&G Equity Fund Fact Sheet MDD
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The investment objective of this 1999 general equity unit trust fund is to provide broad-based exposure to shares that offer value and medium to long term growth.
The fund will invest in companies that meet the manager's value criteria that includes high dividend yields, earning growth and possible market re-rating.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-Y
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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| Aug 1999 |
27 years ago |
| Fund Benchmark |
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| Sector Avg |
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| M&G Equity Fund Unit Prices |
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DYN
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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