Red Oak Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 1.41    R 0.-1
   -0.7%
High Avg. Low
R 1.42 R 1.36 R 1.31
Fund Information
Fund Sector
SA – Multi Asset – High 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


Red Oak 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 ?

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

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

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

Distributions Info (in cents)
See Also
Nedgroup Investments Balanced Fund
Fairtree Balanced Fund
Fnb Growth FOF
Anchor Diversified Growth Fund
Pws 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.