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| Novare Balanced Fund Fact Sheet MDD |
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Novare 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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1.27%-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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| Aug 2017 |
9 years ago |
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| Novare Balanced Fund Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
In 2016,Atlantic Asset Management, founded by by Arno Laurenz , was 100% acquired by Ashburton Investment
DYN
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| Distributions Info (in cents) |
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| Q4 of 2023 | 18.75 |
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| Q2 of 2023 | 17.60 |
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| Asset Allocation Analysis |
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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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