Old Mutual Balanced Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.50%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1994 32 years ago
Fund Benchmark
Cpi
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 21.8 Bil.


Old Mutual 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 ?

Deutshe Group s Db-Trackers sold local Itrix Etfs to Sygnia in a R350 million deal in 2017.

Piet Viljoen's RE:CM merged into Counterpoint in 2020.

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Distributions Info (in cents)
Q2 of 2023 32.06
Q4 of 2022 31.42
Q2 of 2022 22.25
See Also
Fairtree Balanced Fund
Sim Balanced Fund
Red Oak Balanced Fund
AS Forum Aggressive FOF
Rebalance Balanced Fof
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
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.