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| Autus Balanced Fund Fact Sheet MDD |
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Autus Balanced Fund Fact Sheet MDD
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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 .
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| Fund Sector |
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| SA – Multi Asset – High Equity |
| Fund Maximum Annual Fee * |
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1.32%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Mar 2006 |
20 years ago |
| Fund Benchmark |
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| 45% ALSI; 40% Stefi; |
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| Autus Balanced Fund Unit Prices |
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Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
Botique CI and Botique Investemnt Partners were acquired by Apex Group in year 2023.
Asset manager Allan Gray UT Manco was founded by the same person Allan Gray in 1973.
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| Distributions Info (in cents) |
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| Q3 of 2023 | 0.04 |
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| Q1 of 2023 | 0.04 |
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| Q3 of 2022 | 0.03 |
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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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| Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation. |
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