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| Satrix Swix Top 40 Portfolio Fact Sheet MDD |
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Satrix Swix Top 40 Portfolio Fact Sheet MDD
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| Fund Sector |
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| SA – Equity – Large Cap |
| Fund Maximum Annual Fee * |
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0.31%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Apr 2006 |
20 years ago |
| Fund Benchmark |
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| Jse Swix Top 40 Inde |
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| Satrix Swix Top 40 Portfolio Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
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| Distributions Info (in cents) |
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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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