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| Old Mutual Balanced Fund Fact Sheet MDD |
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Old Mutual Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.50%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Apr 1994 |
32 years ago |
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| Old Mutual Balanced Fund Unit Prices |
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10X Investments acquired CoreShares in 2022.
Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
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| Distributions Info (in cents) |
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| Q2 of 2023 | 32.06 |
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| Q4 of 2022 | 31.42 |
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| Q2 of 2022 | 22.25 |
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| Asset Allocation Analysis |
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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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