|
| 36One Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
36One Equity Fund Fact Sheet MDD
|
|
The fund's main and primary investment objective is that of generating sustainable capital growth for its investors. In trying to meet it stated objective the fund will always maintain the 80% equity exposure and other various investment instruments will be used to meet the fund objective .
|
|
| Fund Sector |
| SA – Equity – General |
| Fund Maximum Annual Fee * |
1.15% - Y Y or N indicate if performance fee levied or not. Advisor fee excluded. |
|
| Launch Date |
| Sep 2005 |
21 years ago |
| Fund Benchmark |
| JSE Capped SWIX Alsi |
|
| 36One Equity Fund Unit Prices |
|---|
|
|
|
|
DYN
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
|
|
| Distributions Info (in cents) |
|---|
| Q2 of 2023 | 8.03 |
| Q4 of 2022 | 16.89 |
| Q2 of 2022 | 6.89 |
| | |
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|