Laurium Balanced Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Flexible
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
Laurium 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 ?

In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.

In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

Distributions Info (in cents)
See Also
Visio Actinio Fund
SIM Flexible Growth Fund
Celerity Growth Fund
Prescient Flexible Fixed Interest Fund
Old Mutual Flexible Fund
Asset Allocation Analysis
Fund Management
Management Company
Asset Manager
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.