ADB Balanced FOF Fact Sheet MDD
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Fund Objectives
This fund's main objective is to provide investors with steady income and capital growth over medium to long term .
The fund will try to meet the stated objectives by investing in various diversified investment vehicles that meet the criteria of a moderate retirement funds .
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Nov 2008 18 years ago
Fund Benchmark
CPI + 3%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 376 Mil.


ADB 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 ?

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Around 2018, online broker, EasyEquities , bought asset manager Cload Atlas and Emperor Asset Management , the transaction culminated into establishing of Easy Asset Management by EasyEquities.

In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.

Distributions Info (in cents)
Q2 of 2022 3.60
See Also
ADB Balanced FOF
Sygnia Skeleton Balanced 60 Fund
Camissa Protector Fund
Grayswan Moderate FOF
Novare Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
ADB
Arnold du Bruin & Associates
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.