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| Aeon Balanced Fund Fact Sheet MDD |
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Aeon Balanced Fund Fact Sheet MDD
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The primary objective of this fund is to provide investors with stable income and modest capital growth .
The objective will be meet by investing in full spectrum of domestic and foreign equity and fixed income markets .
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2012 |
14 years ago |
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| Aeon Balanced Fund Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
DYN
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Aeon |
| Investment Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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