Novare 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

Novare Balanced Fund
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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Novare Balanced Fund
May 24
R 12.30    R 0.10
   0.82%
High Avg. Low
R 12.30 R 12.14 R 12.00

The Dividends

Novare Balanced Fund
Total Distributions

The Management

Novare Balanced Fund

Asset Allocations

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

Fund Activities

Novare Balanced Fund

Did You Know ?
in 2010s Absa Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

See Also

Coronation Capital Plus Fund
Assetbase CPI 4% FOF
Analytics Moderate FOF
Newfunds Moderate ETF
Camissa Protector 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

Novare Balanced Fund
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

Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

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

The Management

Novare Balanced Fund

See Also

Newfunds Moderate ETF
ADB Balanced FOF
Sygnia Skeleton Balanced 60 Fund
Analytics Moderate FOF
Allan Gray Balanced Fund

NAV Prices

Novare Balanced Fund
May 24
R 12.30    R 0.10
   0.82%
High Avg. Low
R 12.30 R 12.14 R 12.00

The Dividends

Novare Balanced Fund
Total Distributions

Fund Activities

Novare Balanced Fund
Did You Know ?
in 2010s Absa Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
The JSE allowed listings and trading of the Actively Managed ETF in 2023.
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
H4 Stanlib Foord Oasis BCI
©2012-2024 NGCSOFT