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| Harvard House Property Fund Fact Sheet MDD |
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Harvard House Property Fund Fact Sheet MDD
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this real estate unit trust fund main investment is to provide the investors with a high income and long term capital appreciation through investment in the listed property shares.
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| Fund Sector |
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| SA – Real Estate – General |
| Fund Maximum Annual Fee * |
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1.09%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Sept 2015 |
1825 years ago |
| Fund Benchmark |
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| Jse Sapy Index |
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| Harvard House Property Fund Unit Prices |
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Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.85 |
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| Q2 of 2023 | 2.00 |
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| Q1 of 2023 | 0.14 |
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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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