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| Tresor Equity Fund Fact Sheet MDD |
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Tresor Equity Fund Fact Sheet MDD
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| R 14.18 | ⇓ | R -.43 |
| ⇓ | -2.94% |
| High | Avg. | Low |
| R 14.67 | R 14.08 | R 12.98 |
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| Fund Sector |
| SA – Equity – General |
| Fund Maximum Annual Fee * |
1.44%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annually |
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| Launch Date |
| Feb 2017 |
8 years ago |
| Fund Benchmark |
| Jse Top 40 Index |
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| Tresor Equity Fund Unit Prices |
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In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| SIM| Sanlam |
| Investment Management |
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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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