Autus Balanced Fund Fact Sheet MDD
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Fund Objectives
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 .
Monthly Prices
Fund Information
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
Fund Information
Launch Date
Mar 2006 20 years ago
Fund Benchmark
45% ALSI; 40% Stefi;
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 240 Mil.


Autus 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 ?

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

Distributions Info (in cents)
Q3 of 2023 0.04
Q1 of 2023 0.04
Q3 of 2022 0.03
See Also
Brenthurst Balanced FOF
Instit Managed Fund
Old Mutual Balanced Fund
APS Managed Growth Fund
Prescient Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
Prime Investments
Asset Manager
Autus
Fund Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.