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 ?

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
See Also
Ninety One Managed Fund
Prescient Balanced Fund
Momentum Target 7 FOF
Southern Charter Growth FOF
Roxburgh Balanced Plus 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
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.