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| Foundation Equity Fund Fact Sheet MDD |
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Foundation Equity Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.51 | R 1.39 | R 1.24 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-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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| Feb 2018 |
7 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Foundation Equity Fund Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.16 |
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| Q4 of 2022 | 2.82 |
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| Q2 of 2022 | 2.80 |
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| Asset Allocation Analysis |
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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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