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 ?

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.

Distributions Info (in cents)
Q4 of 2023 18.32
Q2 of 2023 17.43
See Also
Foundation Equity Fund
Harvard House Equity Fund
Coronation Top 20 Fund
SIM Select Equity Fund
Mazi Equity Fund
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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.