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Back
Select Balanced Fund of Funds
Select Balanced Fund of Funds
The unit trust portfolio is suitable for investors who require high levels of income and capital preservation and provides an attractive alternative to current and savings accounts and may be used to diversify away from equity assets or as a short-term investment for capital. The portfolio typically displays very little volatility.
Risk Profile
Medium
Minimum Investment
Lump Sum
R10 000
Debit Order
R250
Recommended minimum period
5 years
ASISA Sector
(ASISA) South African MA Medium Equity
Inception date
03 May 2004
Benchmark
SA Inflation + 4%
Performance
Past performance is not indicative of future performance and does not predict future returns.
- Return
- SA Inflation + 4%
- Cash
- Inflation
Annual fees and charges
Investment charges
| Excluding VAT | Including VAT | ||
|---|---|---|---|
| Fund management fee | 1.04% | 1.20% | + |
| Fund Expenses | 0.30% | ||
| Total Expense Ratio | 1.50% | + | |
| Fund Transacting Costs | 0.09% | ||
| Total investment charges | 1.59% | ||
Price
Market change
Fund price
| Date | Fund price | Market change | Unit count |
|---|
Income Distribution
Cents per unit
Latest date
Frequency
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