Optimum Balanced Fund Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
Optimum 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 ?

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

DYN

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Distributions Info (in cents)
See Also
Allan Gray Balanced Fund
Coronation Capital Plus Fund
Novare Balanced Fund
ADB Balanced FOF
Old Mutual Dynamic Floor Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Optimum
Investment Group
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.