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| Caleo Balanced FOF Fact Sheet MDD |
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Caleo Balanced FOF Fact Sheet MDD
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This unit trust fund aims to offer invested investors moderate to high long-term returns that are to be made through investing in a mix of equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets and other listed and unlisted form of assets.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2026 years ago |
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| Caleo Balanced FOF Unit Prices |
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Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.38 |
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| Q2 of 2023 | 1.64 |
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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