Optimum Balanced Fund Fact Sheet MDD
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Fund Objectives

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
Fund Information
Launch Date
2026 years ago
Fund Benchmark
Fund Risk Rating
Fund Size


Optimum Balanced Fund 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 ?

DYN

DYN

Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.

Distributions Info (in cents)
See Also
Stanlib Absolute Plus Fund
Nedgroup Investments Opportunity Fund
Novare Balanced Fund
Allan Gray Balanced Fund
Montrose Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Optimum
Investment Group
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.