Brenthurst Balanced FOF Fact Sheet MDD
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Fund Objectives
The fund aims to offer investors a moderate to high long-term total returns .
The fund will have a balanced exposure across multi asset classes to be able to meet it stated objective.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.75%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
jan 2017 9 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Brenthurst Balanced FOF 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 ?

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

DYN

Distributions Info (in cents)
Q4 of 2023 1.41
Q2 of 2023 1.98
See Also
Stanlib Multi Manager Medium High Equity Fof
Nedgroup Investments Balanced Fund
Rebalance Balanced Fof
Momentum Target 7 FOF
Roxburgh Balanced Plus FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Brenthurst
Capital
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.