|
| Novare Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Novare Balanced Fund Fact Sheet MDD
|
|---|
|
| Fund Sector |
|---|
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
|---|
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Aug 2017 |
9 years ago |
|
| Novare Balanced Fund Unit Prices |
|---|
|
|
|
|
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
DYN
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 18.75 |
|---|
| Q2 of 2023 | 17.60 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
|