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| Aylett Balanced Fund Fact Sheet MDD |
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Aylett Balanced Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 2.25 | R 2.11 | R 2.01 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.15%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| Nov 2013 |
12 years ago |
| Fund Benchmark |
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| Sector Averege |
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| Aylett Balanced Fund Unit Prices |
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The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
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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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