Foundation Equity Fund Fact Sheet MDD
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Fund Objectives
Delivering high long term total returns is the main objective of this fund.
In order to meet that goal , the fund will invest in combination of equity, real estate, interest bearing securities and money market instruments.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Feb 2018 8 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 217 Mil.


Foundation Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

Distributions Info (in cents)
Q2 of 2023 2.16
Q4 of 2022 2.82
Q2 of 2022 2.80
See Also
Truffle General Equity Fund
Old Mutual Equity Fund
Aluwani Top 25 Equity Fund
Oasis Crescent Equity Fund
Old Mutual Multi-Managers Equity FOF
Asset Allocation Analysis
Fund Management
Management Company
Asset Manager
Foundation
Family Wealth
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.