Fairtree 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

Fairtree 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

Fairtree Balanced Fund
May 24
R 1.79    R 0.02
   1.13%
High Avg. Low
R 1.79 R 1.75 R 1.72

The Dividends

Fairtree Balanced Fund
Total Distributions

The Management

Fairtree Balanced Fund

Asset Allocations

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

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

See Also

Instit Managed Fund
Momentum Target 7 FOF
Sim Balanced Fund
Sasfin Prudential Fund
Pbi Balanced FOF
©2012-2024 NGCSOFT

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

Fairtree 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

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

The Management

Fairtree Balanced Fund

See Also

Caleo Balanced FOF
Southern Charter Growth FOF
Pbi Balanced FOF
Cordatus Balanced FOF
Instit Managed Fund

NAV Prices

Fairtree Balanced Fund
May 24
R 1.79    R 0.02
   1.13%
High Avg. Low
R 1.79 R 1.75 R 1.72

The Dividends

Fairtree Balanced Fund
Total Distributions

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
Allan Gray Stanlib Absa H4 Oasis
©2012-2024 NGCSOFT