Pbi 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 *
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 11 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 ?

DYN

A social responsible asset manager 3Laws failed to make impacting inroads and disolves around 2018, it was own by Sekunjalo Investments.

In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.

Distributions Info (in cents)
Q4 of 2023 2.00
Q2 of 2023 2.32
See Also
Prescient Balanced Fund
M&G Balanced Fund
Sasfin Prudential Fund
Nedgroup Investments Managed Fund
MyQ Growth FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
PBi | Portfolio Bureau
Investments
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.