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 ?

DYN

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In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.

Distributions Info (in cents)
See Also
Foundation Equity Fund
Optimum Equity Fund
Allan Gray Equity Fund
10x Top 60 Equity Index Fund
Sygnia Transnational Equities 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.