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| Caleo Balanced FOF Fact Sheet MDD |
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Caleo Balanced FOF Fact Sheet MDD
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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.
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| High | Avg. | Low |
| R 1.22 | R 1.17 | R 1.11 |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
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| Launch Date |
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2025 years ago |
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| Caleo Balanced FOF Unit Prices |
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Asset manager Prime Collective Investment was founded by Shane Peters in 2005.
Simon Hudson and Wiston Floquet founded in 2001 Flagship Asset Management.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.38 |
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| Q2 of 2023 | 1.64 |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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