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
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
2026 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 ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

DYN

DYN

Distributions Info (in cents)
Q1 of 2023 37.29
Q3 of 2022 42.82
Q1 of 2022 32.18
See Also
Montrose Moderate FOF
Allan Gray Balanced Fund
Adviceworx Inflation Plus 3-4% FOF
New Road Moderate FOF
Stanlib Absolute Plus Fund
Asset Allocation Analysis
Fund Management
Management Company
27Four
Investment Managers
Asset Manager
27Four
Investment Managers
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.