Old Mutual 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

Old Mutual Balanced 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

Old Mutual Balanced Fund
May 24
R 20.31    R 0.20
   0.99%
High Avg. Low
R 20.35 R 20.09 R 19.87

The Dividends

Old Mutual Balanced Fund
Total Distributions

The Management

Old Mutual Balanced Fund

Asset Allocations

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

Fund Activities

Old Mutual Balanced Fund

Did You Know ?
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

See Also

Autus Balanced Fund
Nedgroup Investments Managed Fund
Fnb Growth FOF
Old Mutual Multi-Managers Agressive Balanced FOF
Absa Multi Managed Growth FOF
©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

Old Mutual Balanced 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

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

The Management

Old Mutual Balanced Fund

See Also

Pbi Balanced FOF
APS Managed Growth Fund
Pws Moderate FOF
Autus Balanced Fund
Old Mutual Balanced Fund

NAV Prices

Old Mutual Balanced Fund
May 24
R 20.31    R 0.20
   0.99%
High Avg. Low
R 20.35 R 20.09 R 19.87

The Dividends

Old Mutual Balanced Fund
Total Distributions

Fund Activities

Old Mutual Balanced Fund
Did You Know ?
Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.
Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
Stanlib Sygnia Foord Allan Gray Oasis
©2012-2024 NGCSOFT