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| 36One SA Equity Fund Fact Sheet MDD |
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36One SA Equity Fund Fact Sheet MDD
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The fund's main aim is capital growth over a long period of time .
With its 95% local equity exposure , the fund is very much equity concentrated .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.98%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Sep 2014 |
12 years ago |
| Fund Benchmark |
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| JSE Capeed Swix Alsi |
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| 36One SA Equity Fund Unit Prices |
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The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
In 22003, asset manager Coronation listed on the JSE stock exchange.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.68 |
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| Q4 of 2022 | 2.08 |
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| Q2 of 2022 | 1.76 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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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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