Adviceworx Inflation Plus 3-4% FOF MDD
Page Table of Content
Fund Objectives Fund Technicals NAV Prices
Dividends Management Asset Allocations
Fund Activities

The Fund Aims and Objectives


The Technical Details

Adviceworx Inflation Plus 3-4% FOF
Fund Sector
SA – Multi Asset – Medium Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Minimum Investments
R/R
Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

NAV Prices

Adviceworx Inflation Plus 3-4% FOF
Jul 24
R 2.88    R 0.02
   0.7%
High Avg. Low
R 2.89 R 2.86 R 2.80

The Dividends

Adviceworx Inflation Plus 3-4% FOF
Total Distributions

The Management

Adviceworx Inflation Plus 3-4% FOF

Asset Allocations

Fund Size R 1.7 Bil.

Fund Activities

Adviceworx Inflation Plus 3-4% FOF
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.

Did You Know ?
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.

See Also

Coronation Capital Plus Fund
Jbl Managed FOF
Novare Balanced Fund
Stanlib Multi Manager Real Return Fund
Montrose Moderate FOF
©2012-2024 NGCSOFT

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 -

The Fund Aims and Objectives


The Technical Details

Adviceworx Inflation Plus 3-4% FOF
Fund Sector
SA – Multi Asset – Medium Equity
Launch Date
2024 years ago
Fund Benchmark
Fund Maximum Annual Fee *

Y or N indicate if performance fee levied or not. Advisor fee included.
Minimum Investments
R/R
Lump Sum/Debit Order
Distribution Frequency
Fund Risk Rating

Asset Allocations

Fund Size R 1.7 Bil.

The Management

Adviceworx Inflation Plus 3-4% FOF

See Also

Stanlib Absolute Plus Fund
Sygnia CPI + 2% Fund
Grayswan Moderate FOF
Foord Conservative Fund
Old Mutual Dynamic Floor Fund

NAV Prices

Adviceworx Inflation Plus 3-4% FOF
Jul 24
R 2.88    R 0.02
   0.7%
High Avg. Low
R 2.89 R 2.86 R 2.80

The Dividends

Adviceworx Inflation Plus 3-4% FOF
Total Distributions

Fund Activities

Adviceworx Inflation Plus 3-4% FOF
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Did You Know ?
The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.
Asset manager Sygnia is a product of a management buyout in a larger transaction that was involving Cadiz buying African Harvest Fund Managers.
JSE listed the first Active Managed ETF , CoreShares Income AMETF in 2023.
Total assets under management (AUM) has breached the R3 trillion mark in 2022.
Oasis Foord SIM Allan Gray Sygnia
©2012-2024 NGCSOFT