Methodical Equity Fund Fact Sheet MDD
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Fund Objectives
The investment aim of this general equity unit trust is to provide investors with long-term capital growth at an average volatility through seeking to capture , by focusing, on equity selection opportunities.
Monthly Prices
Mar 25
R 1.67 ⇓    R 0.-6
⇓    -3.47%
High Avg. Low
R 1.78 R 0.89
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.92%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jun 2016 9 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 349 Mil.


Methodical 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 ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

DYN

DYN

Distributions Info (in cents)
Q2 of 2023 1.09
Q4 of 2022 2.42
Q2 of 2022 2.19
See Also
Sygnia Transnational Equities Fund
Satrix Mid Cap Index Fund
Sasfin Equity Fund
Allan Gray Equity Fund
SIM Select Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Methodical
Investment Management
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.
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