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| Old Mutual Equity Fund Fact Sheet MDD |
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Old Mutual Equity Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.55%-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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| Feb 2018 |
8 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Old Mutual Equity Fund Unit Prices |
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Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.47 |
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| Q4 of 2022 | 2.53 |
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| Q2 of 2022 | 1.18 |
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| Asset Allocation Analysis |
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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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