Pbi Balanced FOF Fact Sheet MDD
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Fund Objectives
Monthly Prices
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 11 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 ?

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

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
Q4 of 2023 2.00
Q2 of 2023 2.32
See Also
Old Mutual Balanced Fund
Brenthurst Balanced FOF
Sasfin Prudential Fund
AS Forum Aggressive FOF
Roxburgh Balanced Plus FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
PBi | Portfolio Bureau
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Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.