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| Multi Asset Balanced Fund Fact Sheet MDD |
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Multi Asset Balanced Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.04%-N
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 2015 |
10 years ago |
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| Multi Asset Balanced Fund Unit Prices |
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In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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