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| Aluwani Top 25 Equity Fund Fact Sheet MDD |
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Aluwani Top 25 Equity Fund Fact Sheet MDD
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This high equity fund aims to provide high long term capital growth to its investors .
The fund has the mandate to invest up to 25 equities shares from the top 50 companies listed on the JSE.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.44%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Apr 2012 |
14 years ago |
| Fund Benchmark |
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| Jse Swix 40 Index |
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| Aluwani Top 25 Equity Fund Unit Prices |
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DYN
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 18.32 |
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| Q2 of 2023 | 17.43 |
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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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| 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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