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| Foundation Equity Fund Fact Sheet MDD |
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Foundation Equity Fund Fact Sheet MDD
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Delivering high long term total returns is the main objective of this fund.
In order to meet that goal , the fund will invest in combination of equity, real estate, interest bearing securities and money market instruments.
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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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| Feb 2018 |
8 years ago |
| Fund Benchmark |
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| Jse Capped Swix Alsi |
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| Foundation Equity Fund Unit Prices |
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Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.16 |
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| Q4 of 2022 | 2.82 |
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| Q2 of 2022 | 2.80 |
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| Asset Allocation Analysis |
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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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