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| Old Mutual Top 40 Fund Fact Sheet MDD |
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Old Mutual Top 40 Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Equity – Large Cap |
| Fund Maximum Annual Fee * |
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0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Jan 2001 |
25 years ago |
| Fund Benchmark |
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| Jse Top 40 Index |
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| Old Mutual Top 40 Fund Unit Prices |
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Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
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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| Q3 of 2023 | 16..01 |
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| Q2 of 2023 | 6.65 |
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| Q1 of 2023 | 9.39 |
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| Q4 of 2022 | 3.51 |
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| Asset Allocation Analysis |
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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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