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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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| R 21.82 | ⇓ | R -.45 |
| ⇓ | -2.02% |
| High | Avg. | Low |
| R 22.27 | R 20.93 | R 19.87 |
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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 |
31 years ago |
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| Old Mutual Balanced Fund Unit Prices |
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Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out 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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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