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| Novare Balanced Fund Fact Sheet MDD |
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Novare Balanced Fund Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.27%-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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| Aug 2017 |
9 years ago |
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| Novare Balanced Fund Unit Prices |
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DYN
Met Collective Investments in it s heydays administered almost a quarter of all SA registered third party funds before it s consolidation with Momentum Investments after merger of Metropolitan and Momentum in 2017.
Nedgroup Investments does not have internal fund managers per se, it select establised asset managers to manage their unit trusts funds.
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| Distributions Info (in cents) |
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| Q4 of 2023 | 18.75 |
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| Q2 of 2023 | 17.60 |
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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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