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| Allan Gray Balanced Fund Fact Sheet MDD |
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Allan Gray Balanced Fund Fact Sheet MDD
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The fund aims to create a long term wealth for its investors without taking a greater risk of loss than the average balanced fund.
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| Fund Sector |
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
1.73% - Y Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
| Bi-Annual |
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| Launch Date |
| Oct 1999 |
27 years ago |
| Fund Benchmark |
| Average of SAMAHE |
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| Allan Gray Balanced Fund Unit Prices |
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DYN
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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