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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 |
10 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Methodical Equity Fund Unit Prices |
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Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
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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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| BCI | Boutique |
| Collective Investments |
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| Methodical |
| Investment Management |
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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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