Edge Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Mar 25
R 1.36    R 0.00
   0%
High Avg. Low
R 1.36 R 1.22
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
0.75%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2020 5 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 288 Mil.


Edge Balanced Fund 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 ?

Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.

Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).

DYN

Distributions Info (in cents)
Q4 of 2023 1.36
Q2 of 2023 1.45
See Also
Amity Prudent FOF
Platinum Balanced FOF
FG Saturn Moderate FOF
Camissa Protector Fund
Grayswan Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Edge
Asset Management
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.
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