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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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In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.
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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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| 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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