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| Edge Balanced Fund Fact Sheet MDD |
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Edge Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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0.75%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2020 |
6 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Edge Balanced Fund Unit Prices |
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Mohamed Shaheen Ebrahim was instrumental in the establishemnt of asset maager Oasis Crescent Manco.
Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.
Conglomate Old Mutual acquired asset manager Marriott in 2005.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.36 |
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| Q2 of 2023 | 1.45 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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