Old Mutual Top 40 Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Equity – Large Cap
Fund Maximum Annual Fee *
0.69%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Jan 2001 25 years ago
Fund Benchmark
Jse Top 40 Index
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.3 Bil.


Old Mutual Top 40 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 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

DYN

Distributions Info (in cents)
Q3 of 2023 16..01
Q2 of 2023 6.65
Q1 of 2023 9.39
Q4 of 2022 3.51
See Also
Satrix Swix Top 40 Portfolio
SIM Top 40 Index Fund
Satrix 40 ETF
Old Mutual Top 40 Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.