TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Counterpoint Balanced Plus Fund MDD Page Table of Content Fund Objectives Fund Technicals NAV Prices Dividends Management Asset Allocations Fund Activities

The Fund Aims and Objectives

The investment objective of this unit trust fund is to provide investors with high long term total returns that will derived from utilisation of asset allocation in various asset classes to produce a very balanced unt trust fund that meet the goals of this fund.

The Technical Details
	Counterpoint Balanced Plus 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 Counterpoint Balanced Plus Fund

May 24 R 1.72 ⇑    R 0.03 ⇑    1.78%

High Avg. Low R 1.72 R 1.67 R 1.64

The Dividends Counterpoint Balanced Plus Fund

Total Distributions

The Management Counterpoint Balanced Plus Fund

Asset Allocations Counterpoint Balanced Plus Fund

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

Fund Activities Counterpoint Balanced Plus Fund

Did You Know ?
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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).
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Counterpoint Balanced Plus Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Counterpoint Balanced Plus Fund D.Y.K ? Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
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 investment objective of this unit trust fund is to provide investors with high long term total returns that will derived from utilisation of asset allocation in various asset classes to produce a very balanced unt trust fund that meet the goals of this fund. The Technical Details Counterpoint Balanced Plus 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 Counterpoint Balanced Plus Fund Fund Asset Allocations Fund Size : H1 EQUITIES . . . . MM INSR* . . . . REAL ESTATE . . . . FOF . . . . OTHERS . . . . * Money Markets Instruments The Management Counterpoint Balanced Plus Fund See Also Pws Moderate FOF Cordatus Balanced FOF Instit Managed Fund Counterpoint Balanced Plus Fund Rebalance Inflation Plus 7 Fund NAV Prices Counterpoint Balanced Plus Fund May 24 R 1.72 ⇑    R 0.03 ⇑    1.78% High Avg. Low R 1.72 R 1.67 R 1.64 The Dividends Counterpoint Balanced Plus Fund Total Distributions Fund Activities Counterpoint Balanced Plus Fund Did You Know ? Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry. 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). Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum. Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.	May 24 R 1.72 Apr 24 R 1.69 Mar 24 R 1.68 Feb 24 R 1.66 Jan 24 R 1.64
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