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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 |
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 |
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Launch Date |
Nov 2013 |
12 years ago |
Fund Benchmark |
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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