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| Fairtree Balanced Fund Fact Sheet MDD |
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Fairtree Balanced Fund Fact Sheet MDD
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This regulatio 28 complaint balanced fund aims to generate long term wealth for its investors by investing in a combination of equities, property, bonds securities, and money markets instruments.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.98%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2017 |
9 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Fairtree Balanced Fund Unit Prices |
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DYN
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Fairtree |
| Asset Management |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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