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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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JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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