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| Brenthurst Balanced FOF Fact Sheet MDD |
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Brenthurst Balanced FOF Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.37 | R 1.33 | R 1.25 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.75%-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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| jan 2017 |
8 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Brenthurst Balanced FOF Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
In 2021, Emmanual Lediga s Maru Asset Managers was acquired by Global Kapital of Netherlands
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.41 |
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| Q2 of 2023 | 1.98 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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