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| Bateleur SA Equity Fund Fact Sheet MDD |
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Bateleur SA Equity Fund Fact Sheet MDD
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The investment objectve of this equity fund unit trust fund is to generate returns that aims to achieve caapital growth in real terms.
The fund will invest in all sectors of the JSE and in large and small cap companies.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.57%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| Apr 2015 |
11 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Bateleur SA Equity Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
DYN
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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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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| 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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