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| Multi Asset Balanced Fund Fact Sheet MDD |
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Multi Asset Balanced Fund Fact Sheet MDD
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This medium risked fund aims to achieve returns of atleast 4-5% above CPI over rolling 3 ears by investing in range of doomestic and foreign asset classes and taking manager's view of the macroeconomics outlooks.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.04%-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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| Jan 2015 |
11 years ago |
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| Multi Asset Balanced Fund Unit Prices |
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10X Investments acquired CoreShares in 2022.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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