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| M&G Balanced Fund Fact Sheet MDD |
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M&G Balanced Fund Fact Sheet MDD
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The investment objective of this 2017 unit trusts fund is to achieve steady long-term growth of capital and income by investing in a diversified combination of domestic and international assets.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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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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| Nov 2017 |
9 years ago |
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| M&G Balanced Fund Unit Prices |
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DYN
In 2017 , Lion of Africa existed the unit trust operations to concentrate on assurance business, it operated 2 unit trusts LoA Equity Fund and loA Real Return Fund.
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
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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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