The Technical Details
|
|
Fairtree Balanced Fund
|
|
|
Fund Sector
|
SA – Multi Asset – High Equity
|
Launch Date |
|
2024 years ago |
Fund Maximum Annual Fee * |
Y or N indicate if performance fee levied or not. Advisor fee included. |
Minimum Investments |
Lump Sum/Debit Order |
Asset Allocations
|
|
Fairtree Balanced Fund
|
|
|
Fund Asset Allocations | Fund Size : |
H1 | | | | |
EQUITIES | . | . | . | . |
MM INSR* | . | . | . | . |
REAL ESTATE | . | . | . | . |
FOF | . | . | . | . |
OTHERS | . | . | . | . |
* Money Markets Instruments |
|
|
The Management
|
|
Fairtree Balanced Fund
|
|
|
|
|
NAV Prices
|
|
Fairtree Balanced Fund
|
|
|
|
High | Avg. | Low |
R 1.79 | R 1.75 | R 1.72 |
|
|
The Dividends
|
|
Fairtree Balanced Fund
|
|
|
|
Fund Activities
|
|
Fairtree Balanced Fund
|
|
|
|
Did You Know ? |
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM). |
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth. |
Nedbank Investments's BettaBeta merged into CoreShares in 2015. |
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry |
|