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| 27four Balanced FOF Fact Sheet MDD |
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27four Balanced FOF Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2026 years ago |
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| 27four Balanced FOF Unit Prices |
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Conglomate Old Mutual acquired asset manager Marriott in 2005.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 37.29 |
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| Q3 of 2022 | 42.82 |
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| Q1 of 2022 | 32.18 |
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| Asset Allocation Analysis |
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| 27Four |
| Investment Managers |
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| 27Four |
| Investment Managers |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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