|
| Autus Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Autus Balanced Fund Fact Sheet MDD
|
|---|
|
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 .
|
| High | Avg. | Low |
| R 4.38 | R 4.20 | R 3.95 |
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annually |
|
| Launch Date |
|---|
| Mar 2006 |
19 years ago |
| Fund Benchmark |
|---|
| 45% ALSI; 40% Stefi; |
|
| Autus Balanced Fund Unit Prices |
|---|
|
|
|
|
With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
|
|
| Distributions Info (in cents) |
|---|
| Q3 of 2023 | 0.04 |
|---|
| Q1 of 2023 | 0.04 |
|---|
| Q3 of 2022 | 0.03 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|