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 ?

Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.

Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Distributions Info (in cents)
See Also
Instit Managed Fund
Merchant West Balanced Plus Fund
Old Mutual Balanced Fund
AS Forum Aggressive FOF
Simplisiti Managed Protector FOF
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.