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| Hollard Equity Fund Fact Sheet MDD |
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Hollard Equity Fund Fact Sheet MDD
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the investment objective of this unit trust fund is to provide medium to long term capital growth through investments in selected shares across all industry groups as well as across the range of large , mid and smaller cap shares, with risk/return profile comparable to that of overall Jse equity market.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2014 |
12 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Hollard Equity Fund Unit Prices |
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DYN
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
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| Distributions Info (in cents) |
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| Q3 of 2022 | 3.99 |
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| Q1 of 2022 | 2.15 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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