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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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| R 15.17 | ⇓ | R 0.-2 |
| ⇓ | -0.13% |
| High | Avg. | Low |
| R 15.19 | R 14.57 | R 14.03 |
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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 |
10 years ago |
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| Multi Asset Balanced Fund Unit Prices |
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Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
As of 2023, the ownership of M&G Investments (prev. Prudential) is as follows:M&G Pls=50.12%; Staff=28.08%; Thesele Group=21.8% .
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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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