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| 36One Equity Fund Fact Sheet MDD |
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36One Equity Fund Fact Sheet MDD
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The fund's main and primary investment objective is that of generating sustainable capital growth for its investors.
In trying to meet it stated objective the fund will always maintain the 80% equity exposure and other various investment instruments will be used to meet the fund objective .
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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| Sep 2005 |
21 years ago |
| Fund Benchmark |
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| JSE Capped SWIX Alsi |
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| 36One Equity Fund Unit Prices |
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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 8.03 |
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| Q4 of 2022 | 16.89 |
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| Q2 of 2022 | 6.89 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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