Harvard House Equity Fund Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Dec 24
R 2.75    R -.25
   -8.33%
High Avg. Low
R 3.00 R 2.76 R 2.55
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.09%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Oct 2006 19 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 201 Mil.


Harvard House 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 Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Distributions Info (in cents)
Q4 of 2022 5.95
Q2 of 2022 5.40
See Also
Hollard Equity Fund
Optimum Equity Fund
Foundation Equity Fund
Sygnia Equity Fund
Satrix Divi Plus ETF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.