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| Novare Balanced Fund Fact Sheet MDD |
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Novare Balanced Fund Fact Sheet MDD
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| High | Avg. | Low |
| R 13.33 | R 12.59 | R 12.00 |
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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 |
8 years ago |
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| Novare Balanced Fund Unit Prices |
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Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.
With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.
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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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