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| Fairtree Balanced Fund Fact Sheet MDD |
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Fairtree Balanced Fund Fact Sheet MDD
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This regulatio 28 complaint balanced fund aims to generate long term wealth for its investors by investing in a combination of equities, property, bonds securities, and money markets instruments.
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| High | Avg. | Low |
| R 1.94 | R 1.25 | |
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.98%-Y
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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| Jan 2017 |
8 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Fairtree Balanced Fund Unit Prices |
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In 2021, Prudential Investment Managers name ceased to exit after renaming to its major shareholder M & G Inc , renamed to M & G Investments.
Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.
Asset manager Marriott Unit Trusts Manco was founded in 1987.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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