Optimum Balanced Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Optimum Balanced Fund Fact Sheet MDD
Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
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


Optimum 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

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

Distributions Info (in cents)
See Also
27four Balanced FOF
Aeon Balanced Fund
Foord Conservative Fund
Jbl Managed FOF
Camissa Protector Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Optimum
Investment Group
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.