Pbi Balanced FOF 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

Pbi 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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Pbi Balanced FOF
May 24
R 1.47    R 0.03
   2.08%
High Avg. Low
R 1.47 R 1.43 R 1.40

The Dividends

Pbi Balanced FOF
Total Distributions

The Management

Pbi Balanced FOF

Asset Allocations

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

Fund Activities

Pbi Balanced FOF

Did You Know ?
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

See Also

Simplisiti Managed Protector FOF
APS Managed Growth Fund
Southern Charter Growth FOF
Wealthworks Managed FOF
Affinity Growth Fund
©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

Pbi 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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

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

The Management

Pbi Balanced FOF

See Also

Wealthworks Managed FOF
Caleo Balanced FOF
Red Oak Balanced Fund
M&G Balanced Fund
Southern Charter Growth FOF

NAV Prices

Pbi Balanced FOF
May 24
R 1.47    R 0.03
   2.08%
High Avg. Low
R 1.47 R 1.43 R 1.40

The Dividends

Pbi Balanced FOF
Total Distributions

Fund Activities

Pbi Balanced FOF
Did You Know ?
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Allan Gray Nedgroup Foord Stanlib H4
©2012-2024 NGCSOFT