Roxburgh Balanced Plus FOF Fact Sheet MDD
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Fund Objectives
Monthly Prices
Dec 24
R 1.47 ⇓    R -.11
⇓    -6.96%
High Avg. Low
R 1.58 R 1.46 R 1.37
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
Roxburgh Balanced Plus 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 ?

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

10X Investments acquired CoreShares in 2022.

Distributions Info (in cents)
See Also
MyQ Growth FOF
Obsidian Balanced Fund
Prescient Balanced Fund
Affinity Growth Fund
Momentum Target 7 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.