Pbi Balanced FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 1.56    R 0.-2
   -1.27%
High Avg. Low
R 1.58 R 1.49 R 1.41
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
0.86%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2015 10 years ago
Fund Benchmark
Cpi + 3%
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size


Pbi 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 ?

10X Investments acquired CoreShares in 2022.

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
Q4 of 2023 2.00
Q2 of 2023 2.32
See Also
Wealthworks Managed FOF
Southern Charter Growth FOF
Pws Moderate FOF
Nedgroup Investments Balanced Fund
Pbi Balanced FOF
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.