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| Old Mutual Top 40 Fund Fact Sheet MDD |
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Old Mutual Top 40 Fund 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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0.69%-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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| Jan 2001 |
25 years ago |
| Fund Benchmark |
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| Jse Top 40 Index |
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| Old Mutual Top 40 Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 16..01 |
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| Q2 of 2023 | 6.65 |
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| Q1 of 2023 | 9.39 |
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| Q4 of 2022 | 3.51 |
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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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