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 ?

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

Coronation Fund Managers was founded in 1993, by 18 group of investment professionals.

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Distributions Info (in cents)
Q2 of 2023 5.08
Q4 of 2022 1.67
Q2 of 2022 2.71
See Also
Adviceworx Inflation Plus 3-4% FOF
Allan Gray Balanced Fund
Foord Conservative Fund
Satrix Moderate ETF
Baroque Moderato FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Platinum
Portfolios
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.