Novare Balanced Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Aug 2017 9 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
Novare 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 ?

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

DYN

Distributions Info (in cents)
Q4 of 2023 18.75
Q2 of 2023 17.60
See Also
Aeon Balanced Fund
Satrix Moderate ETF
Allan Gray Balanced Fund
Platinum Balanced FOF
Jbl Managed FOF
Asset Allocation Analysis
Fund Management
Management Company
Novare
Investments
Asset Manager
Novare
Investments
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.