Brenthurst Balanced FOF Fact Sheet MDD
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Fund Objectives
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.
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High 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
jan 2017 9 years ago
Fund Benchmark
Fund Sector Average
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Brenthurst 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 ?

In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.

DYN

JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.

Distributions Info (in cents)
Q4 of 2023 1.41
Q2 of 2023 1.98
See Also
Oasis Balanced Fund
Stanlib Multi Manager Medium High Equity Fof
M&G Balanced Fund
Rebalance Balanced Fof
Sentio Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Brenthurst
Capital
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.