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| ADB Balanced FOF Fact Sheet MDD |
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ADB Balanced FOF Fact Sheet MDD
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This fund's main objective is to provide investors with steady income and capital growth over medium to long term .
The fund will try to meet the stated objectives by investing in various diversified investment vehicles that meet the criteria of a moderate retirement funds .
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| High | Avg. | Low |
| R 2.77 | R 2.64 | R 2.52 |
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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. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2008 |
17 years ago |
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| ADB Balanced FOF Unit Prices |
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Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Nedbank Investments's BettaBeta merged into CoreShares in 2015.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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