Adviceworx Inflation Plus 3-4% 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 *

Y or N indicate if performance fee levied or not. Advisor fee excluded.
Distribution Periods
Fund Information
Launch Date
May 2018 8 years ago
Fund Benchmark
Fund Risk Rating
Fund Size
R 1.7 Bil.


Adviceworx Inflation Plus 3-4% 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 ?

Nedbank Investments's BettaBeta merged into CoreShares in 2015.

Ashburton Investments was founded in 1983 , currently is a subsidiary Firstrand Ltd.

The resultant of merger of Plexus and Grant Thornton was the establishment of the current manager Plexus Wealth.

Distributions Info (in cents)
See Also
Foord Conservative Fund
Assetbase CPI 4% FOF
Multi Asset Balanced Fund
Sygnia Skeleton Balanced 60 Fund
Coronation Capital Plus Fund
Asset Allocation Analysis
Fund Management
Management Company
Old Mutual
Unit Trust
Asset Manager
Adviceworx
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.