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| Multi Asset Balanced Fund Fact Sheet MDD |
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Multi Asset Balanced Fund Fact Sheet MDD
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This medium risked fund aims to achieve returns of atleast 4-5% above CPI over rolling 3 ears by investing in range of doomestic and foreign asset classes and taking manager's view of the macroeconomics outlooks.
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| R 15.17 | ⇓ | R 0.-2 |
| ⇓ | -0.13% |
| High | Avg. | Low |
| R 15.19 | R 14.57 | R 14.03 |
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.04%-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 2015 |
10 years ago |
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| Multi Asset Balanced Fund Unit Prices |
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Asset manager Marriott Unit Trusts Manco was founded in 1987.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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