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 ?

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

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

DYN

Distributions Info (in cents)
Q2 of 2023 32.06
Q4 of 2022 31.42
Q2 of 2022 22.25
See Also
Caleo Balanced FOF
Stanlib Multi Manager Medium High Equity Fof
APS Managed Growth Fund
SIM Multi Managed Growth FOF
Autus Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.