Pbi Balanced FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2015 11 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Pbi Balanced FOF 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

DYN

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

Distributions Info (in cents)
Q4 of 2023 2.00
Q2 of 2023 2.32
See Also
Southern Charter Growth FOF
Prescient Balanced Fund
Brenthurst Balanced FOF
Foord Balanced Fund
Momentum Target 7 FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
PBi | Portfolio Bureau
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.