|
| Aluwani Top 25 Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Aluwani Top 25 Equity Fund Fact Sheet MDD
|
|---|
|
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.
|
| R 14.90 | ⇓ | R -.27 |
| ⇓ | -1.78% |
| High | Avg. | Low |
| R 15.49 | R 14.38 | R 12.98 |
|
| 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 |
|
| Launch Date |
|---|
| Apr 2012 |
13 years ago |
| Fund Benchmark |
|---|
| Jse Swix 40 Index |
|
| Aluwani Top 25 Equity Fund Unit Prices |
|---|
|
|
|
|
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 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|