|
| Autus Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Autus Balanced Fund Fact Sheet MDD
|
|---|
|
The main investment objective of the fund is to provide the investors with consistent capital appreciation over the medium to long - term .
The fund invests in many assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets .
|
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Mar 2006 |
20 years ago |
| Fund Benchmark |
|---|
| 45% ALSI; 40% Stefi; |
|
| Autus Balanced Fund Unit Prices |
|---|
|
|
|
|
DYN
Piet Viljoen's RE:CM merged into Counterpoint in 2020.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 0.04 |
|---|
| Q1 of 2023 | 0.04 |
|---|
| Q3 of 2022 | 0.03 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
|