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| Ashburton Equity Fund Fact Sheet MDD |
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Ashburton Equity Fund Fact Sheet MDD
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The main aim of this unit trust is to generate long-term capital growth for the investors who can tolerate short-term to medium-term volatility of the equity markets.
The fund will all the time be investd in the local equity securities, but will also use fixed income and offshore investment as permitted by its mandate.
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| Fund Sector |
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| SA – Equity – General |
| Fund Maximum Annual Fee * |
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1.15%-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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| Dec 2011 |
15 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| Ashburton 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.
In 22003, asset manager Coronation listed on the JSE stock exchange.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 14.30 |
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| Q4 of 2022 | 16.68 |
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| Q2 of 2022 | 13.73 |
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| Asset Allocation Analysis |
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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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