Multi Asset Balanced Fund Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Multi Asset Balanced Fund Fact Sheet MDD
Fund Objectives
This medium risked fund aims to achieve returns of atleast 4-5% above CPI over rolling 3 ears by investing in range of doomestic and foreign asset classes and taking manager's view of the macroeconomics outlooks.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.04%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jan 2015 11 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 391 Mil.


Multi Asset 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 ?

DYN

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Distributions Info (in cents)
See Also
Platinum Balanced FOF
Sygnia CPI + 2% Fund
Amity Prudent FOF
Stanlib Multi Manager Real Return Fund
Analytics Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
IP
Management Company
Asset Manager
Multi Asset
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.