Multi Asset Balanced Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Multi Asset Balanced Fund Fact Sheet MDD
Fund Objectives
This medium risked fund aims to achieve returns of atleast 4-5% above CPI over rolling 3 ears by investing in range of doomestic and foreign asset classes and taking manager's view of the macroeconomics outlooks.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2015 11 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 391 Mil.


Multi Asset 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 ?

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

DYN

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Distributions Info (in cents)
See Also
Novare Balanced Fund
Stanlib Multi Manager Real Return Fund
Nedgroup Investments Opportunity Fund
Sygnia Skeleton Balanced 60 Fund
Aeon Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
IP
Management Company
Asset Manager
Multi Asset
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.