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Truffle General Equity Fund Fact Sheet MDD |
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Truffle General Equity Fund Fact Sheet MDD
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High | Avg. | Low |
R 3.78 | R 3.44 | R 3.06 |
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Fund Sector |
SA – Equity – General |
Fund Maximum Annual Fee * |
1.04%-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 2010 |
15 years ago |
Fund Benchmark |
Jse Capped Swix Inde |
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Truffle General Equity Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
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 Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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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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