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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 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
In 2020 , Counterpoint bought Bridge Fund Managers from Grindrod , In 2024, same Counterpoint was the victim of being bought by Merchant West.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
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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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