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| H4 Growth Fund Fact Sheet MDD |
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H4 Growth Fund Fact Sheet MDD
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This moderate to high risk rated unit trust fund aims to capital capital appreciation over the medium to long term.
The fund primary invest in listed equities securities , interest bearing securities , listed real estate shares and assets in liquid forms.
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| Fund Sector |
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| Worldwide – Multi Asset – Flexible |
| Fund Maximum Annual Fee * |
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0.74%-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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| May 2013 |
13 years ago |
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| H4 Growth Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
As of 2025, Botique Collective Investments (BCI) has the biggest number of third party funds followed by Prescient Collective Investments.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
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| Distributions Info (in cents) |
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| Q3 of 2022 | 1.47 |
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| Q1 of 2022 | 0.65 |
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| Asset Allocation Analysis |
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| H4 |
| Collective Investments |
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| H4 |
| Collective Investments |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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