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| Caleo Balanced FOF Fact Sheet MDD |
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Caleo Balanced FOF Fact Sheet MDD
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This unit trust fund aims to offer invested investors moderate to high long-term returns that are to be made through investing in a mix of equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets and other listed and unlisted form of assets.
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| Fund Sector |
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| SA – Multi Asset – High 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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| Caleo Balanced FOF Unit Prices |
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Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management
In 2021, 1st Fusion AM ceased to operate unit trusts, tranfering its existing 3 funds to Stonewood AM.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.38 |
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| Q2 of 2023 | 1.64 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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