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| 36One Equity Fund Fact Sheet MDD |
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36One Equity Fund Fact Sheet MDD
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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 .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Sep 2005 |
21 years ago |
| Fund Benchmark |
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| JSE Capped SWIX Alsi |
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| 36One Equity Fund Unit Prices |
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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 8.03 |
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| Q4 of 2022 | 16.89 |
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| Q2 of 2022 | 6.89 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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