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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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Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
DYN
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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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