Harvard House Property Fund Fact Sheet MDD
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Fund Objectives
this real estate unit trust fund main investment is to provide the investors with a high income and long term capital appreciation through investment in the listed property shares.
Monthly Prices
Fund Information
Fund Sector
SA – Real Estate – General
Fund Maximum Annual Fee *
1.09%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Sept 2015 1825 years ago
Fund Benchmark
Jse Sapy Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 123 Mil.


Harvard House Property 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 ?

In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

DYN

Distributions Info (in cents)
Q3 of 2023 0.85
Q2 of 2023 2.00
Q1 of 2023 0.14
See Also
Harvard House Property Fund
Oasis Property Equity Fund
Marriott Property Equity Fund
Ampersand Property Fund
SIM Property 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.