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
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 20 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 ?

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A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.

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Distributions Info (in cents)
Q4 of 2022 5.95
Q2 of 2022 5.40
See Also
10x Sa Dividend Aristocrats Etf
Momentum Trending Equity Fund
Mazi Equity Fund
10x Top 50 Etf
M&G Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Asset Manager
Harvard House
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.