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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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Asset manager Coronation saw a need for a shariah-complient leaning asset managemnt and in 2002, founded a standalone manager Kagiso AM (now Camissa AM).
In 2019, Stanlib spinned off index tracking funds to a boutique asset manager 1VEST.
Contego Asset Management s many unit trusts were consolidated into existing Anchor Capital unit trusts after being acquired by Anchor Capital in 2017.
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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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| Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent. |
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