Aeon Balanced Fund Fact Sheet MDD
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Fund Objectives
The primary objective of this fund is to provide investors with stable income and modest capital growth .
The objective will be meet by investing in full spectrum of domestic and foreign equity and fixed income markets .
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Quarterly
Fund Information
Launch Date
Nov 2012 14 years ago
Fund Benchmark
CPI Index
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 316 Mil.


Aeon 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 ?

DYN

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

In 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

Distributions Info (in cents)
Q1 of 2022 4.40
See Also
Adviceworx Inflation Plus 3-4% FOF
Quantum Balanced FOF
Coronation Capital Plus Fund
Assetbase CPI 4% FOF
Stanlib Absolute Plus Fund
Asset Allocation Analysis
Fund Management
Management Company
Prescient
Management Company
Asset Manager
Aeon
Investment Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.