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| Mazi Equity Fund Fact Sheet MDD |
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Mazi Equity Fund Fact Sheet MDD
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The investment objective of this general equity is to provide investors with sustained high long-term capital growth through investing in shares, bonds, preference shares and in assets in liquid form.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Aug 2010 |
16 years ago |
| Fund Benchmark |
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| Jse Capped Alsi Swix |
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| Mazi Equity Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
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| Distributions Info (in cents) |
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| Q3 of 2022 | 0.056 |
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| Q1 of 2022 | 0.037 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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