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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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| High | Avg. | Low |
| R 4.31 | R 4.10 | R 3.94 |
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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 |
19 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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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.
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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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| 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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