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| Fairtree Balanced Fund Fact Sheet MDD |
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Fairtree Balanced Fund Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.94 | R 1.25 | |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.98%-Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Jan 2017 |
8 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Fairtree Balanced Fund Unit Prices |
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Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.
Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.
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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| Asset Allocation Analysis |
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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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