|
| Fairtree Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Fairtree Equity Fund Fact Sheet MDD
|
|---|
|
The investment objective of this Jse Capped Alsi Index benchmarked fund is to maximise total returns in the medium to long term for the investors.
The fund will invest across all Jse sectors in securities that trades below thier intrinsic value and those shares that have capital appreciation potential.
|
| High | Avg. | Low |
| R 4.97 | R 4.52 | R 3.98 |
|
| Fund Sector |
|---|
| SA – Equity – General |
| Fund Maximum Annual Fee * |
|---|
2.16%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Nov 2011 |
14 years ago |
| Fund Benchmark |
|---|
| Jse Capped Alsi Tr I |
|
| Fairtree Equity Fund Unit Prices |
|---|
|
|
|
|
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|