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| Fairtree Equity Fund Fact Sheet MDD |
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Fairtree Equity Fund Fact Sheet MDD
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The investment objective of this Jse Capped Alsi Index benchmarked fund is to maximise total returns in the medium to long term for the investors.
The fund will invest across all Jse sectors in securities that trades below thier intrinsic value and those shares that have capital appreciation potential.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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2.16%-Y
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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| Nov 2011 |
15 years ago |
| Fund Benchmark |
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| Jse Capped Alsi Tr I |
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| Fairtree Equity Fund Unit Prices |
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With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Fairtree |
| Asset Management |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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