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| Aeon Balanced Fund Fact Sheet MDD |
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Aeon Balanced Fund Fact Sheet MDD
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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 .
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Quarterly |
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| Launch Date |
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| Nov 2012 |
14 years ago |
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| Aeon Balanced Fund Unit Prices |
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Anchor Capital is a division of Anchor Group , that was founded by Peter Armitage.
In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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| Prescient |
| Management Company |
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| Aeon |
| Investment Management |
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| Q3 of 2023 |
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| Technical data added. |
| Q3 of 2023 |
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| Distribution info added. |
| Q3 of 2023 |
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| Asset Allocation added. |
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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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