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| Portfoliometrix SA Equity Fund Fact Sheet MDD |
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Portfoliometrix SA 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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0.81%-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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| Nov 2014 |
12 years ago |
| Fund Benchmark |
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| Jse capped Swix Alsi |
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| Portfoliometrix SA Equity Fund Unit Prices |
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DYN
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 2.55 |
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| Q4 of 2022 | 2.42 |
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| Q2 of 2022 | 2.68 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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