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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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Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
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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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| 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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