Old Mutual Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.50%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Apr 1994 32 years ago
Fund Benchmark
Cpi
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 21.8 Bil.


Old Mutual Balanced Fund 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 ?

DYN

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

Botique CI (BCI) was birth by some members of the management of Met CI in the 2010s when Metropolitan was restructuring to merge with Momentum.

Distributions Info (in cents)
Q2 of 2023 32.06
Q4 of 2022 31.42
Q2 of 2022 22.25
See Also
Fairtree Balanced Fund
Prescient Balanced Fund
Brenthurst Balanced FOF
SIM Multi Managed Growth FOF
Cordatus Balanced FOF
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Old Mutual
Unit Trust
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.