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| Novare Balanced Fund Fact Sheet MDD |
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Novare Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.27%-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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| Aug 2017 |
9 years ago |
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| Novare Balanced Fund Unit Prices |
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DYN
Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 18.75 |
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| Q2 of 2023 | 17.60 |
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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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