Aeon Active Equity Fund Fact Sheet MDD
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Fund Objectives
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 .
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.88%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2019 7 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 41 Mil.


Aeon Active Equity Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

Distributions Info (in cents)
Q4 of 2022 4.22
See Also
Denker Equity Fund
Ashburton Equity Fund
Satrix Quality Index Fund
Truffle General Equity Fund
Optimum Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Prescient
Management Company
Asset Manager
Aeon
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.