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| Platinum Balanced FOF Fact Sheet MDD |
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Platinum Balanced FOF Fact Sheet MDD
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| Fund Sector |
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| SA – Multi Asset – Medium Equity |
| Fund Maximum Annual Fee * |
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1.73%-N
Y or N indicate if performance fee levied or not. Advisor fee excluded. |
| Distribution Periods |
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| Bi-Annually |
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| Launch Date |
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| Nov 2005 |
21 years ago |
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| Platinum Balanced FOF Unit Prices |
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Around 2020, after embroiled in exceeding maximum pension mandated investments , asset manager JM Busha , did not recover and exited the unit trust industry.
Asset manager, Personal Trust was founded in 1980 by duo of John le Roux and Andy Calmeyer.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
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| Distributions Info (in cents) |
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| Q2 of 2023 | 5.08 |
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| Q4 of 2022 | 1.67 |
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| Q2 of 2022 | 2.71 |
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| Asset Allocation Analysis |
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| BCI | Boutique |
| Collective Investments |
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| All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice. |
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