Old Mutual Mid & Small-Cap Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Equity – Mid And Small Cap
Fund Maximum Annual Fee *
1.72%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1997 29 years ago
Fund Benchmark
Sector Avg
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 575 Mil.


Old Mutual Mid & Small-Cap 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 ?

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

DYN

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
Q2 of 2023 25.86
Q4 of 2022 26.48
Q2 of 2022 17.10
See Also
Ninety One Emerging Companies Fund
Sim Small Cap Fund
Coronation Smaller Companies Fund
Momentum Mid & Small Cap Index Fund
Fnb Midcap Etf
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.