TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Red Oak Balanced Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The Technical Details
	Red Oak Balanced Fund

Fund Sector
SA – Multi Asset – High Equity

Launch Date
	2024 years ago

Fund Benchmark

Fund Maximum Annual Fee *
Y or N indicate if performance fee levied or not. Advisor fee included.

Minimum Investments
Lump Sum/Debit Order

Distribution Frequency

Fund Risk Rating

NAV Prices Red Oak Balanced Fund

May 24 R 1.34 ⇑    R 0.02 ⇑    1.52%

High Avg. Low R 1.34 R 1.32 R 1.30

The Dividends Red Oak Balanced Fund

Total Distributions

The Management Red Oak Balanced Fund

Asset Allocations Red Oak Balanced Fund

Fund Asset Allocations Fund Size : H1 EQUITIES . . . . MM INSR* . . . . REAL ESTATE . . . . FOF . . . . OTHERS . . . . * Money Markets Instruments

Fund Activities Red Oak Balanced Fund

Did You Know ?
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Red Oak Balanced Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Red Oak Balanced Fund A unit trust fund managed and admin by Boutique Collective Investments. D.Y.K ? Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
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 -	The Fund Aims and Objectives The Technical Details Red Oak Balanced Fund Fund Sector SA – Multi Asset – High Equity Launch Date 2024 years ago Fund Benchmark Fund Maximum Annual Fee * Y or N indicate if performance fee levied or not. Advisor fee included. Minimum Investments Lump Sum/Debit Order Distribution Frequency Fund Risk Rating Asset Allocations Red Oak Balanced Fund Fund Asset Allocations Fund Size : H1 EQUITIES . . . . MM INSR* . . . . REAL ESTATE . . . . FOF . . . . OTHERS . . . . * Money Markets Instruments The Management Red Oak Balanced Fund See Also Caleo Balanced FOF Sasfin Prudential Fund Instit Managed Fund Rebalance Inflation Plus 7 Fund Ninety One Managed Fund NAV Prices Red Oak Balanced Fund May 24 R 1.34 ⇑    R 0.02 ⇑    1.52% High Avg. Low R 1.34 R 1.32 R 1.30 The Dividends Red Oak Balanced Fund Total Distributions Fund Activities Red Oak Balanced Fund Did You Know ? Coronation Fund Managers was founded in 1993, by 18 group of investment professionals. Nedbank Investments's BettaBeta merged into CoreShares in 2015. Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management. UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.	May 24 R 1.34 Apr 24 R 1.32 Mar 24 R 1.33 Feb 24 R 1.33 Jan 24 R 1.31
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