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
2025 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 ?

10X Investments acquired CoreShares in 2022.

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

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

Distributions Info (in cents)
See Also
Multi Asset Balanced Fund
Allan Gray Balanced Fund
Assetbase CPI 4% FOF
Sygnia CPI + 2% Fund
New Road Moderate FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.