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 ?

Conglomate Old Mutual acquired asset manager Marriott in 2005.

Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.

As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .

Distributions Info (in cents)
Q4 of 2023 1.38
Q2 of 2023 1.64
See Also
Old Mutual Balanced Fund
Caleo Balanced FOF
Ampersand Balanced FOF
Nedgroup Investments Balanced Fund
Merchant West Balanced Plus 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.