Edge 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 *
0.75%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2020 6 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 288 Mil.


Edge 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

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
Q4 of 2023 1.36
Q2 of 2023 1.45
See Also
Montrose Moderate FOF
Optimum Balanced Fund
Camissa Protector Fund
Sygnia CPI + 2% Fund
Assetbase CPI 4% FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Edge
Asset Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.