|
| Fairtree Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Fairtree Balanced Fund Fact Sheet MDD
|
|---|
|
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.
|
| High | Avg. | Low |
| R 1.94 | R 1.25 | |
|
| 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 |
|
| Launch Date |
|---|
| Jan 2017 |
8 years ago |
| Fund Benchmark |
|---|
| Fund Sector Average |
|
| Fairtree Balanced Fund Unit Prices |
|---|
|
|
|
|
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) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|