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| Foord Balanced Fund Fact Sheet MDD |
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Foord Balanced Fund Fact Sheet MDD
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The investment aim of this regualtion 28 complaint unit trust fund is to grow retirement fund savings by meaningful inflation- beating margins over a long term period.
The fund will invest in equity securities, listed property , bonds, money markets instruments and foreign assets securities.
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.15%-Y
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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| Sep 2002 |
24 years ago |
| Fund Benchmark |
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| Sector Avg |
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| Foord Balanced Fund Unit Prices |
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Asset manager PSG AM is a division of PSG Group which was founded in 1995 by Jannie Mounton and Chris Otto.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
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| Distributions Info (in cents) |
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| Q1 of 2023 | 49.08 |
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| Q3 of 2022 | 114.49 |
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| Q1 of 2022 | 73.43 |
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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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