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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 22.10 | ⇓ | R 0.-5 |
| ⇓ | -0.23% |
| High | Avg. | Low |
| R 22.27 | R 21.51 | R 20.11 |
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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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Nedbank Investments's BettaBeta merged into CoreShares in 2015.
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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