Optimum 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

Optimum Balanced Fund
Fund Sector
SA – Multi Asset – Medium 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

Optimum Balanced Fund

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

Optimum Balanced Fund
Fund Sector
SA – Multi Asset – Medium 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

The Management

Optimum Balanced Fund

See Also

Stanlib Absolute Plus Fund
27four Balanced FOF
Satrix Moderate ETF
Multi Asset Balanced Fund
Foord Conservative Fund

NAV Prices

Optimum Balanced Fund
Jul 24
   R 0.00
   %
High Avg. Low
R 0.00

The Dividends

Optimum Balanced Fund
Total Distributions

Fund Activities

Optimum Balanced Fund
Did You Know ?
UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
Nedgroup H4 Stanlib Momentum Oasis
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