Aylett Balanced Fund Fact Sheet MDD
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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 ?

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.

Distributions Info (in cents)
Q1 of 2023 9.37
See Also
Southern Charter Growth FOF
Sasfin Prudential Fund
Sentio Balanced Fund
Obsidian Balanced Fund
Pbi Balanced FOF
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.