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| Multi Asset Balanced Fund Fact Sheet MDD |
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Multi Asset Balanced Fund Fact Sheet MDD
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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.
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.04%-N
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 2015 |
11 years ago |
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| Multi Asset Balanced Fund Unit Prices |
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Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
DYN
The operation licence of Stringfellow Asset Management was revoked after it was found operating an illegal investment ponzi scheme. Stringfellow was established by Thomas Stringfellow.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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