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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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| 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 |
9 years ago |
| Fund Benchmark |
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| Fund Sector Average |
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| Brenthurst Balanced FOF Unit Prices |
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Nedbank Investments's BettaBeta merged into CoreShares in 2015.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
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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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| 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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| 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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