|
| Harvard House Equity Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Harvard House Equity Fund Fact Sheet MDD
|
|---|
|
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.
|
|
| 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 |
|
| Launch Date |
|---|
| Oct 2006 |
20 years ago |
| Fund Benchmark |
|---|
| Jse Capped Swix Alsi |
|
| Harvard House Equity Fund Unit Prices |
|---|
|
|
|
|
Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2022 | 5.95 |
|---|
| Q2 of 2022 | 5.40 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|