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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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| 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 |
13 years ago |
| Fund Benchmark |
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| Sector Averege |
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| Aylett Balanced Fund Unit Prices |
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With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.
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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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| 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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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