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 Coronation was the first introducer of absolute unit trusts funds in our local industry in 1999.

Ninety One overall assets under management are hovering around 3 trillion , that's almost the entire size of out unit trusts industry.

Asset manager Prime Collective Investment was founded by Shane Peters in 2005.

Distributions Info (in cents)
Q3 of 2023 0.04
Q1 of 2023 0.04
Q3 of 2022 0.03
See Also
Momentum Target 7 FOF
Old Mutual Multi-Managers Agressive Balanced FOF
MyQ Growth FOF
Long Beach Managed Fund
Pbi Balanced FOF
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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.