27four Balanced FOF Fact Sheet MDD
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Fund Objectives
The fund objective of this moderate fund is the return of moderate capital growth coupled with income generation.
The fund will meet its stated objective by investing in both local and international equities , listed property and fixed income funds.
Monthly Prices
Dec 24
R 31.09    R -.10
   -0.32%
High Avg. Low
R 31.19 R 29.46 R 27.95
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
2025 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 633 Mil.


27four 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 ?

Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Distributions Info (in cents)
Q1 of 2023 37.29
Q3 of 2022 42.82
Q1 of 2022 32.18
See Also
Multi Asset Balanced Fund
Assetbase CPI 4% FOF
Jbl Managed FOF
Optimum Balanced Fund
27four Balanced FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.