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| Harvard House Equity Fund Fact Sheet MDD |
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Harvard House Equity Fund Fact Sheet MDD
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the investment objective of this 2006 equity fund is to seek to provide sustainable high long term capital growth.
The fund will invest in financially sound equity securities , property shares and assets in liquid forms.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.09%-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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| Oct 2006 |
20 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Harvard House Equity Fund Unit Prices |
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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
DYN
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
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| Distributions Info (in cents) |
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| Q4 of 2022 | 5.95 |
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| Q2 of 2022 | 5.40 |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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