Deton Prime Balanced Fund of Funds (Z) - PBFOFZ - Click a Unit Trust

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0.37 / 0.23%

1.6076

NAV (ZAR) on 2024/09/13

NAV (ZAR) on 2024/09/12	1.6039
52 week high on 2024/08/28	1.6356
52 week low on 2023/10/30	1.3667
Total Expense Ratio on 2024/03/31	1.96
Total Expense Ratio (performance fee) on	0

	NAV	Incl Dividends
1 month change	1.4%	2.69%
3 month change	3.94%	5.26%
6 month change	7.73%	9.1%
1 year change	12.18%	15.4%
5 year change	6.51%	9.55%
10 year change	0%	0%
Price data is updated once a day. Unit trust and ETF performances for periods greater than 12 months are annualised.

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Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

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The Deton Prime Balanced Fund of Funds is a moderate investment solution on the risk spectrum, which aims at maximising long-term performance while taking cognisance of short-term downside risk. The fund has a capital preservation focus, with an asset allocation strategy that seeks to minimise drawdown risk. The fund invests in equities, bonds, properties and cash and uses a passive core and actively managed satellites as it seeks to establish a risk controlled investment solution while aiming at outperformance in the longer term. While the fund subscribes to an overall low cost philosophy, it also makes use of well researched skilled active managers as satellite to the beta core.