Aluwani Top 25 Equity Fund Fact Sheet MDD
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Fund Objectives
This high equity fund aims to provide high long term capital growth to its investors .
The fund has the mandate to invest up to 25 equities shares from the top 50 companies listed on the JSE.
Monthly Prices
Dec 24
R 14.90    R -.27
   -1.78%
High Avg. Low
R 15.49 R 14.38 R 12.98
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Apr 2012 13 years ago
Fund Benchmark
Jse Swix 40 Index
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 340 Mil.


Aluwani Top 25 Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

Distributions Info (in cents)
Q4 of 2023 18.32
Q2 of 2023 17.43
See Also
Satrix Divi Plus ETF
Mazi Equity Fund
Rezco Equity Fund
Satrix Equally Weighted Top 40 Index Fund
10x S&P Global Dividend Aristocrats Etf
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.