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| ADB Balanced FOF Fact Sheet MDD |
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ADB Balanced FOF Fact Sheet MDD
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This fund's main objective is to provide investors with steady income and capital growth over medium to long term .
The fund will try to meet the stated objectives by investing in various diversified investment vehicles that meet the criteria of a moderate retirement funds .
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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. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2008 |
18 years ago |
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| ADB Balanced FOF Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
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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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| ADB |
| Arnold du Bruin & Associates |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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