|
| Caleo Balanced FOF Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Caleo Balanced FOF Fact Sheet MDD
|
|---|
|
This unit trust fund aims to offer invested investors moderate to high long-term returns that are to be made through investing in a mix of equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets and other listed and unlisted form of assets.
|
|
| Fund Sector |
|---|
| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
|---|
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
|
| Launch Date |
|---|
| |
2026 years ago |
|
| Caleo Balanced FOF Unit Prices |
|---|
|
|
|
|
Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
In 2020, Asset Protection international (API) ceased operating retail unit trusts.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
|
|
| Distributions Info (in cents) |
|---|
| | |
|---|
| Q4 of 2023 | 1.38 |
|---|
| Q2 of 2023 | 1.64 |
|---|
| | |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| BCI | Boutique |
| Collective Investments |
|
|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|