Absa Balanced Fund Review 2026
The Absa Balanced Fund sits in the ASISA "SA – Multi Asset – Medium Equity" category, aimed at medium- to long-term investors. Verified against Absa's own Minimum Disclosure Document (MDD) — the most recent publicly available at the time of research was dated January 2026, so figures below are a snapshot, not real-time.
Key facts
- ASISA category: SA – Multi Asset – Medium Equity.
- Benchmark: CPI + 5% p.a. over a rolling 60-month period.
- Managed per Regulation 28 of the Pension Funds Act, making it suitable for retirement-linked investments.
- Asset allocation (snapshot): roughly a third in local equity, a third in bonds and money market, and the balance in international equity and inflation-linked bonds — check the current MDD for the live split, since it shifts regularly.
- TER (period reported): around 2.05% (Class A) or 1.30% (Class C1), incl. VAT.
Important update
Absa's own MDD noted the fund was undergoing a fund amalgamation balloting process — meaning it may have since merged into another Absa fund. Before investing, confirm the fund's current status directly with Absa (0860 111 456) or your financial adviser, and pull the latest MDD rather than relying on the snapshot above.
How to invest
Speak to an Absa financial adviser or your investment platform, and always check the current Minimum Disclosure Document for the live TER, top holdings, and performance versus benchmark before committing.
