Fairtree Balanced Fund Fact Sheet MDD
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Fund Objectives
This regulatio 28 complaint balanced fund aims to generate long term wealth for its investors by investing in a combination of equities, property, bonds securities, and money markets instruments.
Monthly Prices
Dec 24
R 1.94    R 1.94
   0%
High Avg. Low
R 1.94 R 1.25
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.98%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2017 8 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 3.0 Bil.


Fairtree 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 first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

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

Distributions Info (in cents)
See Also
Wealthworks Managed FOF
Rezco Value Trend Fund
Nedgroup Investments Managed Fund
Merchant West Balanced Plus Fund
Instit Managed Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.