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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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| High | Avg. | Low |
| R 1.45 | R 1.32 | R 1.21 |
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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 |
10 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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Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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