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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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| High | Avg. | Low |
| R 2.07 | R 1.97 | R 1.87 |
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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 |
13 years ago |
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| Aeon Balanced Fund Unit Prices |
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Prudential Fund Managers was founded in Cape Town in 1994 by Graham Mason, who is its chairman now as of 2023.
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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| Distributions Info (in cents) |
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| Asset Allocation Analysis |
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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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