Autus Balanced Fund Fact Sheet MDD
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Fund Objectives
The main investment objective of the fund is to provide the investors with consistent capital appreciation over the medium to long - term .
The fund invests in many assets classes that includes equity securities, interest bearing securities , real estate securities, money markets instruments and other liquid forms of assets .
Monthly Prices
Dec 24
R 4.31    R 0.00
   0%
High Avg. Low
R 4.31 R 4.10 R 3.94
Fund Information
Fund Sector
SA – Multi Asset – High Equity
Fund Maximum Annual Fee *
1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Mar 2006 19 years ago
Fund Benchmark
45% ALSI; 40% Stefi;
Fund Risk Rating
1 2 3 4 5 Med High
Fund Size
R 240 Mil.


Autus 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 ?

Asset manager Marriott Unit Trusts Manco was founded in 1987.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Ninety One Fund Managers derived their name from the year it was founded, 1991, initially called Investec Asset Management.

Distributions Info (in cents)
Q3 of 2023 0.04
Q1 of 2023 0.04
Q3 of 2022 0.03
See Also
Long Beach Managed Fund
Autus Balanced Fund
Red Oak Balanced Fund
AS Forum Aggressive FOF
Foord Balanced Fund
Asset Allocation Analysis
Fund 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.