|
| Allan Gray Balanced Fund Fact Sheet MDD |
|
| Where I Am? |
Home ==>
The Funds ==>
Allan Gray Balanced Fund Fact Sheet MDD
|
|---|
|
|
The fund aims to create a long term wealth for its investors without taking a greater risk of loss than the average balanced fund.
|
| R 156.66 | ⇓ | R -3.22 |
| ⇓ | -2.01% |
| High | Avg. | Low |
| R 159.99 | R 152.23 | R 144.42 |
|
| Fund Sector |
|---|
| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
|---|
1.73% - Y
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
|---|
| Bi-Annual |
|
| Launch Date |
|---|
| Oct 1999 |
26 years ago |
| Fund Benchmark |
|---|
| Average of SAMAHE |
|
| Allan Gray Balanced Fund Unit Prices |
|---|
|
|
|
|
Asset manager Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.
Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
In 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.
|
|
| Distributions Info (in cents) |
|---|
|
|
| Asset Allocation Analysis |
|---|
|
| Q3 of 2023 |
|---|
| Technical data added. |
| Q3 of 2023 |
|---|
| Distribution info added. |
| Q3 of 2023 |
|---|
| Asset Allocation added. |
|
|---|
|
|
|---|
|
|
|
| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
|