Aylett Balanced Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Aylett Balanced Fund Fact Sheet MDD
Fund Objectives
Delivevering a reasonable level of income and moderate capital growth are the main investment objective of this unit trust fund.
The fund will invest in a balanced mix of securities that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
Monthly Prices
Dec 24
R 2.23    R 0.-2
   -0.89%
High Avg. Low
R 2.25 R 2.11 R 2.01
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Annually
Fund Information
Launch Date
Nov 2013 12 years ago
Fund Benchmark
Sector Averege
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 4.6 Bil.


Aylett Balanced Fund Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

Distributions Info (in cents)
Q1 of 2023 9.37
See Also
Sentio Balanced Fund
Aylett Balanced Fund
Nedgroup Investments Managed Fund
APS Managed Growth Fund
Sim Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.