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| Autus Balanced Fund Fact Sheet MDD |
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Autus Balanced Fund Fact Sheet MDD
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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 .
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| High | Avg. | Low |
| R 4.31 | R 4.10 | R 3.94 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Mar 2006 |
19 years ago |
| Fund Benchmark |
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| 45% ALSI; 40% Stefi; |
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| Autus Balanced Fund Unit Prices |
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The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.04 |
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| Q1 of 2023 | 0.04 |
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| Q3 of 2022 | 0.03 |
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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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