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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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| 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 |
10 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Methodical Equity Fund Unit Prices |
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DYN
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
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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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