Bateleur SA Equity Fund Fact Sheet MDD
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Fund Objectives
The investment objectve of this equity fund unit trust fund is to generate returns that aims to achieve caapital growth in real terms.
The fund will invest in all sectors of the JSE and in large and small cap companies.
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.57%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Annually
Fund Information
Launch Date
Apr 2015 11 years ago
Fund Benchmark
Jse Capped Swix Alsi
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 1.0 Bil.


Bateleur SA 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 ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Distributions Info (in cents)
See Also
IFM Technical Fund
Portfoliometrix SA Equity Fund
Ashburton Equity Fund
Prescient Equity Fund
Anchor Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Prescient
Management Company
Asset Manager
Bateleur
Capital
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.