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| Pbi Balanced FOF Fact Sheet MDD |
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Pbi Balanced FOF Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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0.86%-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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| Nov 2015 |
11 years ago |
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| Pbi Balanced FOF Unit Prices |
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In 2020, PSG Wealth acquired GFA Holdings, that transaction translated into GFA Wealth folded into PSG Wealth.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 2.00 |
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| Q2 of 2023 | 2.32 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| PBi | Portfolio Bureau |
| Investments |
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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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