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| Aeon Balanced Fund Fact Sheet MDD |
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Aeon Balanced Fund Fact Sheet MDD
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The primary objective of this fund is to provide investors with stable income and modest capital growth .
The objective will be meet by investing in full spectrum of domestic and foreign equity and fixed income markets .
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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 2012 |
14 years ago |
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| Aeon Balanced Fund Unit Prices |
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A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.
In 22003, asset manager Coronation listed on the JSE stock exchange.
DYN
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Aeon |
| Investment Management |
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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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