Caleo Balanced FOF Fact Sheet MDD
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Fund Objectives
This unit trust fund aims to offer invested investors moderate to high long-term returns that are to be made through investing in a mix of equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets and other listed and unlisted form of assets.
Monthly Prices
Dec 24
R 1.20 ⇓    R 0.-2
⇓    -1.64%
High Avg. Low
R 1.22 R 1.17 R 1.11
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2025 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 49 Mil.


Caleo Balanced FOF 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 ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Distributions Info (in cents)
Q4 of 2023 1.38
Q2 of 2023 1.64
See Also
Aylett Balanced Fund
Rezco Value Trend Fund
Caleo Balanced FOF
Fnb Growth FOF
APS Managed Growth Fund
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.