Adviceworx Inflation Plus 3-4% FOF Fact Sheet MDD
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Fund Objectives
Monthly Prices
Fund Information
Fund Sector
SA – Multi Asset – Medium Equity
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
May 2018 8 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 1.7 Bil.


Adviceworx Inflation Plus 3-4% FOF Unit Prices
SA - MA - I
SA - E - G
SA - E - LC
G - MA - F
SA - IB - VT
G - E - G
SA - MA - F
R - MA - F
SA - RE - G
SA - MA - HE
Did You Know ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Total assets under management (AUM) has breached the R3 trillion mark in 2022.

Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.

Distributions Info (in cents)
See Also
ADB Balanced FOF
Foord Conservative Fund
Camissa Protector Fund
Aeon Balanced Fund
Nedgroup Investments Opportunity Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Adviceworx
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.