Old Mutual Top 40 Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Large Cap
Fund Maximum Annual Fee *
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jan 2001 25 years ago
Fund Benchmark
Jse Top 40 Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.3 Bil.


Old Mutual Top 40 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 ?

Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

Distributions Info (in cents)
Q3 of 2023 16..01
Q2 of 2023 6.65
Q1 of 2023 9.39
Q4 of 2022 3.51
See Also
Satrix Swix Top 40 Portfolio
Satrix 40 ETF
Old Mutual Top 40 Fund
SIM Top 40 Index Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.