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Brenthurst Balanced FOF Fact Sheet MDD |
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Brenthurst Balanced FOF Fact Sheet MDD
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The fund aims to offer investors a moderate to high long-term total returns . The fund will have a balanced exposure across multi asset classes to be able to meet it stated objective.
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High | Avg. | Low |
R 1.36 | R 1.29 | R 1.21 |
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Fund Sector |
SA – Multi Asset – High Equity |
Fund Maximum Annual Fee * |
0.75%-N Y or N indicate if performance fee levied or not. Advisor fee excluded. |
Distribution Periods |
Bi-Annually |
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Launch Date |
jan 2017 |
8 years ago |
Fund Benchmark |
Fund Sector Average |
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Brenthurst Balanced FOF Unit Prices |
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Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.
10X Investments acquired CoreShares in 2022.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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Distributions Info (in cents) |
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Q4 of 2023 | 1.41 |
Q2 of 2023 | 1.98 |
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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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Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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