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| Brenthurst Balanced FOF Fact Sheet MDD |
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Brenthurst Balanced FOF Fact Sheet MDD
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The fund aims to offer investors a moderate to high long-term total returns .
The fund will have a balanced exposure across multi asset classes to be able to meet it stated objective.
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| High | Avg. | Low |
| R 1.36 | R 1.29 | R 1.21 |
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| Fund Sector |
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| SA – Multi Asset – High 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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| jan 2017 |
8 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Brenthurst Balanced FOF Unit Prices |
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While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
Head officed in Cape Town, Foord Fund Managers was founded in 1981 by Dave Foord.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 1.41 |
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| Q2 of 2023 | 1.98 |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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