Autus Balanced Fund Fact Sheet MDD
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Fund Objectives
The main investment objective of the fund is to provide the investors with consistent capital appreciation over the medium to long - term .
The fund invests in many assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets .
Monthly Prices
Mar 25
R 4.22 ⇓    R -.12
⇓    -2.76%
High Avg. Low
R 4.38 R 4.20 R 3.95
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Mar 2006 19 years ago
Fund Benchmark
45% ALSI; 40% Stefi;
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 240 Mil.


Autus Balanced 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 ?

Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

DYN

DYN

Distributions Info (in cents)
Q3 of 2023 0.04
Q1 of 2023 0.04
Q3 of 2022 0.03
See Also
Old Mutual Balanced Fund
Fairtree Balanced Fund
Pbi Balanced FOF
Camissa Balanced Fund
Simplisiti Managed Protector FOF
Asset Allocation Analysis
Fund Management
Management Company
Prime Investments
Asset Manager
Autus
Fund Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.
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