|
| Edge Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Edge Balanced Fund Fact Sheet MDD
|
|---|
|
| 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 |
|
| Launch Date |
|---|
| Nov 2020 |
6 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Edge Balanced Fund Unit Prices |
|---|
|
|
|
|
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
DYN
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 1.36 |
|---|
| Q2 of 2023 | 1.45 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|