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| Ashburton Equity Fund Fact Sheet MDD |
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Ashburton Equity Fund Fact Sheet MDD
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The main aim of this unit trust is to generate long-term capital growth for the investors who can tolerate short-term to medium-term volatility of the equity markets.
The fund will all the time be investd in the local equity securities, but will also use fixed income and offshore investment as permitted by its mandate.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-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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| Dec 2011 |
15 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| Ashburton Equity Fund Unit Prices |
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N-e-FG financial trading licence was revoked after funds were found missing . N-e-FG was founded by Corne Janse van Rensburg.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
DYN
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| Distributions Info (in cents) |
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| Q2 of 2023 | 14.30 |
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| Q4 of 2022 | 16.68 |
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| Q2 of 2022 | 13.73 |
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| Asset Allocation Analysis |
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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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