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| Harvard House Equity Fund Fact Sheet MDD |
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Harvard House Equity Fund Fact Sheet MDD
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the investment objective of this 2006 equity fund is to seek to provide sustainable high long term capital growth.
The fund will invest in financially sound equity securities , property shares and assets in liquid forms.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.09%-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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| Oct 2006 |
20 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Harvard House Equity Fund Unit Prices |
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In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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| Distributions Info (in cents) |
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| Q4 of 2022 | 5.95 |
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| Q2 of 2022 | 5.40 |
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| Asset Allocation Analysis |
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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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