Novare Balanced Fund Fact Sheet MDD
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Fund Objectives

Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *
1.27%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Aug 2017 9 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size


Novare 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 ?

Sygnia traces its roots when the asset manager African Harvest buys IQvest of Madga Wierzycka.

Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

Distributions Info (in cents)
Q4 of 2023 18.75
Q2 of 2023 17.60
See Also
FG Saturn Moderate FOF
Camissa Protector Fund
Amity Prudent FOF
Aeon Balanced Fund
Analytics Moderate FOF
Asset Allocation Analysis
Fund Management
Management Company
Novare
Investments
Asset Manager
Novare
Investments
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.