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| 36One Equity Fund Fact Sheet MDD |
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36One Equity Fund Fact Sheet MDD
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The fund's main and primary investment objective is that of generating sustainable capital growth for its investors.
In trying to meet it stated objective the fund will always maintain the 80% equity exposure and other various investment instruments will be used to meet the fund objective .
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| R 10.81 | ⇓ | R -.20 |
| ⇓ | -1.82% |
| High | Avg. | Low |
| R 11.01 | R 10.61 | R 10.11 |
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Sep 2005 |
20 years ago |
| Fund Benchmark |
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| JSE Capped SWIX Alsi |
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| 36One Equity Fund Unit Prices |
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Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 8.03 |
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| Q4 of 2022 | 16.89 |
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| Q2 of 2022 | 6.89 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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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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