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| Methodical Equity Fund Fact Sheet MDD |
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Methodical Equity Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.92%-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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| Jun 2016 |
9 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Methodical Equity Fund Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.09 |
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| Q4 of 2022 | 2.42 |
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| Q2 of 2022 | 2.19 |
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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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