27four Balanced FOF Fact Sheet MDD
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Fund Objectives
The fund objective of this moderate fund is the return of moderate capital growth coupled with income generation.
The fund will meet its stated objective by investing in both local and international equities , listed property and fixed income funds.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 633 Mil.


27four Balanced FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

DYN

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

DYN

Distributions Info (in cents)
Q1 of 2023 37.29
Q3 of 2022 42.82
Q1 of 2022 32.18
See Also
Allan Gray Balanced Fund
Aeon Balanced Fund
Nedgroup Investments Opportunity Fund
Old Mutual Dynamic Floor Fund
Adviceworx Inflation Plus 3-4% FOF
Asset Allocation Analysis
Fund Management
Management Company
27Four
Investment Managers
Asset Manager
27Four
Investment Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.