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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 |
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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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The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
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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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| 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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