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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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| 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 |
13 years ago |
| Fund Benchmark |
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| Sector Averege |
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| Aylett Balanced Fund Unit Prices |
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In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
Mvunonala Investments in 2017 was embroid in a scandal that involve the dissappearing of huge monies in Bophelo Beneficiary Fund. It never recover from that scandal.
SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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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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| 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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