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| Old Mutual Balanced Fund Fact Sheet MDD |
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Old Mutual Balanced Fund Fact Sheet MDD
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| R 21.82 | ⇓ | R -.45 |
| ⇓ | -2.02% |
| High | Avg. | Low |
| R 22.27 | R 20.93 | R 19.87 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.50%-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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| Apr 1994 |
31 years ago |
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| Old Mutual Balanced Fund Unit Prices |
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UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 32.06 |
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| Q4 of 2022 | 31.42 |
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| Q2 of 2022 | 22.25 |
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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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