Old Mutual Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 21.82    R -.45
   -2.02%
High Avg. Low
R 22.27 R 20.93 R 19.87
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 31 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 ?

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.

Distributions Info (in cents)
Q2 of 2023 32.06
Q4 of 2022 31.42
Q2 of 2022 22.25
See Also
Roxburgh Balanced Plus FOF
AS Forum Aggressive FOF
Sim Balanced Fund
Stanlib Multi Manager Medium High Equity Fof
M&G Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.