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
2025 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 ?

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

Asset manager Marriott Unit Trusts Manco was founded in 1987.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
See Also
Quantum Balanced FOF
Sygnia Skeleton Balanced 60 Fund
FG Saturn Moderate FOF
Optimum Balanced Fund
New Road Moderate FOF
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.