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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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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
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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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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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