|
| Aeon Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Aeon Balanced Fund Fact Sheet MDD
|
|---|
|
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 .
|
|
| Fund Sector |
|---|
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Quarterly |
|
| Launch Date |
|---|
| Nov 2012 |
14 years ago |
|
| Aeon Balanced Fund Unit Prices |
|---|
|
|
|
|
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
DYN
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Prescient |
| Management Company |
|
| Aeon |
| Investment Management |
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|