Old Mutual Albaraka Equity Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – General
Fund Maximum Annual Fee *
1.72%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jun 1992 34 years ago
Fund Benchmark
Composite Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 2.3 Bil.


Old Mutual Albaraka Equity 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 ?

Conglomate Old Mutual acquired asset manager Marriott in 2005.

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

Distributions Info (in cents)
Q4 of 2022 25.60
Q2 of 2022 33.11
See Also
36One Equity Fund
Ashburton Equity Fund
Mazi Equity Fund
Aeon Active Equity Fund
36One SA Equity Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
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.