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 ?

Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

The first ever listing of S&P 500 ETF on the JSE was from CoreShares.

Distributions Info (in cents)
See Also
Optimum Balanced Fund
Edge Balanced Fund
ADB Balanced FOF
Quantum Balanced FOF
Multi Asset Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.