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| Methodical Equity Fund Fact Sheet MDD |
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Methodical Equity Fund Fact Sheet MDD
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The investment aim of this general equity unit trust is to provide investors with long-term capital growth at an average volatility through seeking to capture , by focusing, on equity selection opportunities.
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| High | Avg. | Low |
| R 1.78 | R 0.89 | |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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0.92%-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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| Jun 2016 |
9 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Methodical Equity Fund Unit Prices |
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As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.09 |
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| Q4 of 2022 | 2.42 |
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| Q2 of 2022 | 2.19 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Methodical |
| Investment Management |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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