Old Mutual Multi-Managers Agressive Balanced FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.72%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Jul 2015 11 years ago
Fund Benchmark
Cpi + 5%-7%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 1.1 Bil.


Old Mutual Multi-Managers Agressive Balanced FOF 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 ?

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

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

Distributions Info (in cents)
Q2 of 2023 4.88
Q4 of 2022 1.29
Q2 of 2022 4.12
See Also
Ampersand Balanced FOF
Foord Balanced Fund
Rezco Value Trend Fund
Brenthurst Balanced FOF
Simplisiti Managed Protector FOF
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Symmetry
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.