Personal Trust Equity Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 771 Mil.


Personal Trust Equity 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 ?

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Distributions Info (in cents)
See Also
Coronation Top 20 Fund
Nedgroup Investments SA Equity Fund
Momentum Equity Fund
Methodical Equity Fund
10x Top 60 Equity Index Fund
Asset Allocation Analysis
Fund Management
Management Company
Personal Trusts
International
Asset Manager
Personal Trusts
International
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.