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

The Fund Aims and Objectives

This unit trust fund aims to offer invested investors moderate to high long-term returns that are to be made through investing in a mix of equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets and other listed and unlisted form of assets.

The Technical Details
	Caleo Balanced FOF

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 excluded.

Minimum Investments
R/R Lump Sum/Debit Order

Distribution Frequency

Fund Risk Rating

NAV Prices Caleo Balanced FOF

Jul 24 R 1.17 ⇑    R 0.01 ⇑    0.86%

High Avg. Low R 1.17 R 1.14 R 1.10

The Dividends Caleo Balanced FOF

Total Distributions

The Management Caleo Balanced FOF

Asset Allocations

Fund Size	R 49 Mil.

Fund Activities Caleo Balanced FOF

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Caleo Balanced FOF Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Caleo Balanced FOF A unit trust fund managed and admin by Boutique Collective Investments. D.Y.K ? Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
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 This unit trust fund aims to offer invested investors moderate to high long-term returns that are to be made through investing in a mix of equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets and other listed and unlisted form of assets. The Technical Details Caleo Balanced FOF 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 R/R Lump Sum/Debit Order Distribution Frequency Fund Risk Rating Asset Allocations Fund Size R 49 Mil. The Management Caleo Balanced FOF See Also Ampersand Balanced FOF Fairtree Balanced Fund Sim Balanced Fund AS Forum Aggressive FOF Rebalance Balanced Fof NAV Prices Caleo Balanced FOF Jul 24 R 1.17 ⇑    R 0.01 ⇑    0.86% High Avg. Low R 1.17 R 1.14 R 1.10 The Dividends Caleo Balanced FOF Total Distributions Fund Activities Caleo Balanced FOF Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum. Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management. Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage. The first ever listing of S&P 500 ETF on the JSE was from CoreShares.	Jul 24 R 1.17 Jun R 1.16 May 24 R 1.15 Apr 24 R 1.14 Mar 24 R 1.14
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