Multi Asset Balanced Fund Fact Sheet MDD
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Fund Objectives
This medium risked fund aims to achieve returns of atleast 4-5% above CPI over rolling 3 ears by investing in range of doomestic and foreign asset classes and taking manager's view of the macroeconomics outlooks.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2015 11 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 391 Mil.


Multi Asset 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 ?

Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.

Distributions Info (in cents)
See Also
Multi Asset Balanced Fund
Montrose Moderate FOF
Jbl Managed FOF
Stanlib Absolute Plus Fund
Aeon Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
IP
Management Company
Asset Manager
Multi Asset
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.