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| 27four Balanced FOF Fact Sheet MDD |
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27four Balanced FOF Fact Sheet MDD
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The fund objective of this moderate fund is the return of moderate capital growth coupled with income generation.
The fund will meet its stated objective by investing in both local and international equities , listed property and fixed income funds.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2026 years ago |
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| 27four Balanced FOF Unit Prices |
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Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
DYN
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| Distributions Info (in cents) |
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| Q1 of 2023 | 37.29 |
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| Q3 of 2022 | 42.82 |
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| Q1 of 2022 | 32.18 |
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| Asset Allocation Analysis |
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| 27Four |
| Investment Managers |
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| 27Four |
| Investment Managers |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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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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