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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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In 2020, Cannon Asset Management, was bought by Seriti Capital Partners, after the transaction its s retail unit trusts dissappeared from retail.
While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry
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.
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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