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| Edge Balanced Fund Fact Sheet MDD |
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Edge Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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0.75%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2020 |
6 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Edge Balanced Fund Unit Prices |
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Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
DYN
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.36 |
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| Q2 of 2023 | 1.45 |
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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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| 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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