TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs 27four 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 fund objective of this moderate fund is the return of moderate capital growth coupled with income generation. The fund will meet its stated objective by investing in both local and international equities , listed property and fixed income funds.

The Technical Details
	27four Balanced FOF

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 27four Balanced FOF

Jul 24 R 30.02 ⇑    R 0.73 ⇑    2.49%

High Avg. Low R 37.42 R 29.56 R 27.88

The Dividends 27four Balanced FOF

Total Distributions Q3 of 2023 81.50 Q1 of 2023 37.29 Q3 of 2022 42.82 Q1 of 2022 32.18

The Management 27four Balanced FOF

Asset Allocations

Fund Size	R 633 Mil.

Fund Activities 27four Balanced FOF

Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added.

Did You Know ?
Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats 27four Balanced FOF Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of 27four Balanced FOF D.Y.K ? Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
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 fund objective of this moderate fund is the return of moderate capital growth coupled with income generation. The fund will meet its stated objective by investing in both local and international equities , listed property and fixed income funds. The Technical Details 27four Balanced FOF 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 R 633 Mil. The Management 27four Balanced FOF See Also Assetbase CPI 4% FOF Stanlib Multi Manager Real Return Fund Adviceworx Inflation Plus 3-4% FOF Allan Gray Balanced Fund Platinum Balanced FOF NAV Prices 27four Balanced FOF Jul 24 R 30.02 ⇑    R 0.73 ⇑    2.49% High Avg. Low R 37.42 R 29.56 R 27.88 The Dividends 27four Balanced FOF Total Distributions Q3 of 2023 81.50 Q1 of 2023 37.29 Q3 of 2022 42.82 Q1 of 2022 32.18 Fund Activities 27four Balanced FOF Q3 of 2023 Technical data added. Q3 of 2023 Distribution info added. Q3 of 2023 Asset Allocation added. Did You Know ? Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola. Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023. Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023. Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.	Jul 24 R 30.02 Jun R 29.29 May 24 R 28.71 Apr 24 R 28.24 Mar 24 R 28.34
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