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| Optimum Balanced Fund Fact Sheet MDD |
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Optimum 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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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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| Optimum Balanced Fund Unit Prices |
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Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Asset manager Investment Solutions was rebranded Alex Forbes Investments in 2017.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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