H4 Growth Fund Fact Sheet MDD
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Fund Objectives
This moderate to high risk rated unit trust fund aims to capital capital appreciation over the medium to long term.
The fund primary invest in listed equities securities , interest bearing securities , listed real estate shares and assets in liquid forms.
Monthly Prices
Fund Information
Fund Sector
Worldwide – Multi Asset – Flexible
Fund Maximum Annual Fee *
0.74%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
May 2013 13 years ago
Fund Benchmark
Cpi + 6%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 3.9 Bil.


H4 Growth Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Distributions Info (in cents)
Q3 of 2022 1.47
Q1 of 2022 0.65
See Also
H4 Growth Fund
Platinum Worldwide Flexible FOF
Jbl Worldwide Flexible FOF
Sygnia Skeleton Worldwide Flexible Fund
Signature Worldwide Flexible FOF
Asset Allocation Analysis
Fund Management
Management Company
H4
Collective Investments
Asset Manager
H4
Collective Investments
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.