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| Aeon Active Equity Fund Fact Sheet MDD |
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Aeon Active Equity Fund Fact Sheet MDD
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The fund aims to outperform the benchmark over different investment cycles that will return capital growth to the investors over a long term period .
In meeting the stated objective, the fund will constantly employs inhouse growth methodology and manages risks through discipled portfolio construction .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.88%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2019 |
7 years ago |
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| Aeon Active Equity Fund Unit Prices |
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In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
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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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| Aeon |
| Investment Management |
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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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