Pbi Balanced FOF Fact Sheet MDD
Where I Am? | Home ==> The Funds ==> Pbi Balanced FOF Fact Sheet MDD
Fund Objectives

Monthly Prices
Dec 24
R 1.56    R 0.-2
   -1.27%
High Avg. Low
R 1.58 R 1.49 R 1.41
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2015 10 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Pbi 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 ?

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
Q4 of 2023 2.00
Q2 of 2023 2.32
See Also
Long Beach Managed Fund
Roxburgh Balanced Plus FOF
Old Mutual Balanced Fund
AS Forum Aggressive FOF
Oasis Balanced Fund
Asset Allocation Analysis
Fund Management
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.