TOPFUNDS Ngcsoft Mzansi Home Fact Sheets (MDD) Opinions & Views Activities & News Stats & Graphs Autus 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 main investment objective of the fund is to provide the investors with consistent capital appreciation over the medium to long - term . The fund invests in many assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets .

The Technical Details
	Autus 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 Autus Balanced Fund

May 24 R 4.01 ⇑    R 0.06 ⇑    1.52%

High Avg. Low R 4.01 R 3.93 R 3.78

The Dividends Autus Balanced Fund

Total Distributions

The Management Autus Balanced Fund

Asset Allocations Autus Balanced Fund

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

Fund Activities Autus Balanced Fund

Did You Know ?
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

T O P F U N D S Ngcsoft Mzansi Home Fact Sheets (MDD) Industry News Opinions & Views Stats Autus Balanced Fund Fact Sheet MDD The fundamental and technical unit trust fund fact sheet of Autus Balanced Fund A unit trust fund managed and admin by Prime Collective Investments D.Y.K ? Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
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 main investment objective of the fund is to provide the investors with consistent capital appreciation over the medium to long - term . The fund invests in many assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets . The Technical Details Autus 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 Autus Balanced Fund Fund Asset Allocations Fund Size : H1 EQUITIES . . . . MM INSR* . . . . REAL ESTATE . . . . FOF . . . . OTHERS . . . . * Money Markets Instruments The Management Autus Balanced Fund See Also Old Mutual Balanced Fund Brenthurst Balanced FOF Instit Managed Fund M&G Balanced Fund Old Mutual Multi-Managers Agressive Balanced FOF NAV Prices Autus Balanced Fund May 24 R 4.01 ⇑    R 0.06 ⇑    1.52% High Avg. Low R 4.01 R 3.93 R 3.78 The Dividends Autus Balanced Fund Total Distributions Fund Activities Autus Balanced Fund Did You Know ? Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management. Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023. The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012. JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.	May 24 R 4.01 Apr 24 R 3.95 Mar 24 R 3.94 Feb 24 R 3.98 Jan 24 R 3.94
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