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| Optimum Equity Fund Fact Sheet MDD |
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Optimum 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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1.15%-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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| Aug 2015 |
10 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| Optimum Equity Fund Unit Prices |
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In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.36 |
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| Q4 of 2022 | 1.94 |
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| Q2 of 2022 | 1.79 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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