Platinum Balanced 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 *
1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Bi-Annually
Fund Information
Launch Date
Nov 2005 21 years ago
Fund Benchmark
Cpi + 4%
Fund Risk Rating
1 2 3 4 5 Medium
Fund Size
R 815 Mil.


Platinum Balanced 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 ?

Sanlam Private Wealth acquired investment manager Brackenham in 2016. The firm was founded by Dave Boonzair , Andrew Hayes, and Maurice Koenis.

10X Investments acquired CoreShares in 2022.

The JSE allowed listings and trading of the Actively Managed ETF in 2023.

Distributions Info (in cents)
Q2 of 2023 5.08
Q4 of 2022 1.67
Q2 of 2022 2.71
See Also
Platinum Balanced FOF
Sygnia CPI + 2% Fund
Novare Balanced Fund
27four Balanced FOF
Multi Asset Balanced Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Platinum
Portfolios
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.