Novare Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Aug 2017 9 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size


Novare 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 ?

Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.

Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.

Alex Forbes entered the collective investments industry by acquiring the the asset manager Investment Solutions in late 2010s.

Distributions Info (in cents)
Q4 of 2023 18.75
Q2 of 2023 17.60
See Also
Montrose Moderate FOF
Grayswan Moderate FOF
Jbl Managed FOF
Foord Conservative Fund
Optimum Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
Novare
Investments
Asset Manager
Novare
Investments
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.