You are viewing content for

Balanced Fund

Add to your portfolio

Investor Profile

The portfolio is suitable for investors requiring moderate levels of capital growth who do not wish to make complex asset allocation decisions between equities, cash and bonds, both locally and offshore. Diversification across asset classes and a maximum equity exposure of 75% helps to reduce risk and volatility relative to a general equity portfolio.

Investment manager

Truffle Asset Management is an owner managed business with a rigorous investment process based on bottom-up fundamental research, downside protection and risk management. Truffle Asset Management has a stable team of investment professionals with a vast depth of experience and an excellent long-term track record in managing balanced funds. Truffle Asset Management was established in 2008.

Risk profile

Low risk High risk
The greater the amount of risk an investor is willing to take on the greater the potential return

Minimum investment

Lump sum: R10 000 Debit order: R500

Recommended minimum period

3 to 5 years

Inception date

28 February 2017

Asisa category

(ASISA) South African MA High Equity


South African MA High Equity

Performance (since inception)

Annual Fees (Including VAT) eac Fees calculator

Fee Percentage
Total Expense Ratio (TER) 1.59%
Transaction costs 0.46%
Total investment charges 2.05%

Price as at eac View all prices

Fund price Market change Unit count
1035.23 -0.18% 448 445.6112

Income distribution

Cents per unit Latest date Frequency
14.46 28 June 2019 Semi-annually