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The Fund Aims and Objectives
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Delivevering a reasonable level of income and moderate capital growth are the main investment objective of this unit trust fund.
The fund will invest in a balanced mix of securities that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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The Fund Aims and Objectives
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Delivevering a reasonable level of income and moderate capital growth are the main investment objective of this unit trust fund.
The fund will invest in a balanced mix of securities that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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The Technical Details
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Aylett Balanced Fund
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Fund Sector
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SA – Multi Asset – High Equity
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| Launch Date |
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2024 years ago |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee included. |
| Minimum Investments |
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Lump Sum/Debit Order |
Asset Allocations
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Aylett Balanced Fund
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| Fund Asset Allocations | Fund Size : |
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| H1 | | | | |
| EQUITIES | . | . | . | . |
| MM INSR* | . | . | . | . |
| REAL ESTATE | . | . | . | . |
| FOF | . | . | . | . |
| OTHERS | . | . | . | . |
| * Money Markets Instruments |
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The Management
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Aylett Balanced Fund
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NAV Prices
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Aylett Balanced Fund
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| High | Avg. | Low |
| R 2.08 | R 2.05 | R 2.01 |
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The Dividends
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Aylett Balanced Fund
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Fund Activities
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Aylett Balanced Fund
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| Did You Know ? |
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| 10X Investments acquired CoreShares in 2022. |
| Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto. |
| Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023. |
| Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka. |
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