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| Optimum Equity Fund Fact Sheet MDD |
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Optimum Equity Fund Fact Sheet MDD
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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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| Aug 2015 |
11 years ago |
| Fund Benchmark |
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| Jse Alsi Index |
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| Optimum Equity Fund Unit Prices |
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In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 1.36 |
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| Q4 of 2022 | 1.94 |
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| Q2 of 2022 | 1.79 |
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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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