Caleo Balanced FOF Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
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
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 49 Mil.


Caleo 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 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

DYN

In 2023, Allan Gray Manco is celebrating its 50th birthday of existence , founded in 1973.

Distributions Info (in cents)
Q4 of 2023 1.38
Q2 of 2023 1.64
See Also
Wealthworks Managed FOF
Affinity Growth Fund
Fairtree Balanced Fund
SIM Multi Managed Growth FOF
Fnb Growth FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Caleo
Capital
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.