Aeon Active Equity Fund Fact Sheet MDD
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Fund Objectives
The fund aims to outperform the benchmark over different investment cycles that will return capital growth to the investors over a long term period .
In meeting the stated objective, the fund will constantly employs inhouse growth methodology and manages risks through discipled portfolio construction .
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
0.88%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2019 7 years ago
Fund Benchmark
Fund Risk Rating
1 2 3 4 5 High
Fund Size
R 41 Mil.


Aeon Active 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 ?

DYN

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

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

Distributions Info (in cents)
Q4 of 2022 4.22
See Also
Clucasgray Equilibrium Fund
36One Equity Fund
Tresor Equity Fund
Sygnia Transnational Equities Fund
Optimum Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Prescient
Management Company
Asset Manager
Aeon
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.