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| M&G Equity Fund Fact Sheet MDD |
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M&G Equity Fund Fact Sheet MDD
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The investment objective of this 1999 general equity unit trust fund is to provide broad-based exposure to shares that offer value and medium to long term growth.
The fund will invest in companies that meet the manager's value criteria that includes high dividend yields, earning growth and possible market re-rating.
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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. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Aug 1999 |
27 years ago |
| Fund Benchmark |
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| Sector Avg |
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| M&G Equity Fund Unit Prices |
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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