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| Aylett Balanced Fund Fact Sheet MDD |
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Aylett Balanced Fund Fact Sheet MDD
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Delivevering a reasonable level of income and moderate capital growth are the main investment objective of this unit trust fund.
The fund will invest in a balanced mix of securities that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets.
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| High | Avg. | Low |
| R 2.25 | R 2.11 | R 2.01 |
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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%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Annually |
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| Launch Date |
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| Nov 2013 |
12 years ago |
| Fund Benchmark |
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| Sector Averege |
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| Aylett Balanced Fund Unit Prices |
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Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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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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