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Aluwani Top 25 Equity Fund Fact Sheet MDD |
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Aluwani Top 25 Equity Fund Fact Sheet MDD
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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.
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R 14.90 | ⇓ | R -.27 |
⇓ | -1.78% |
High | Avg. | Low |
R 15.49 | R 14.38 | R 12.98 |
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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 |
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Launch Date |
Apr 2012 |
13 years ago |
Fund Benchmark |
Jse Swix 40 Index |
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Aluwani Top 25 Equity Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
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Distributions Info (in cents) |
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Q4 of 2023 | 18.32 |
Q2 of 2023 | 17.43 |
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Asset Allocation Analysis |
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Q3 of 2023 |
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Technical data added. |
Q3 of 2023 |
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Distribution info added. |
Q3 of 2023 |
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Asset Allocation added. |
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Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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