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

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

Distributions Info (in cents)
Q4 of 2023 2.00
Q2 of 2023 2.32
See Also
Foord Balanced Fund
MyQ Growth FOF
Fairtree Balanced Fund
Brenthurst Balanced FOF
Sentio Balanced Fund
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.