Old Mutual Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.50%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1994 32 years ago
Fund Benchmark
Cpi
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 21.8 Bil.


Old Mutual 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 ?

DYN

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

DYN

Distributions Info (in cents)
Q2 of 2023 32.06
Q4 of 2022 31.42
Q2 of 2022 22.25
See Also
Foord Balanced Fund
Cordatus Balanced FOF
Wealthworks Managed FOF
Long Beach Managed Fund
Roxburgh Balanced Plus FOF
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.