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 ?

In 2020, Asset Protection international (API) ceased operating retail unit trusts.

10X Investments acquired CoreShares in 2022.

While being founded in 1993, only in 1996 that Coronation FM entered the unit trusts industry

Distributions Info (in cents)
See Also
Amity Prudent FOF
Satrix Moderate ETF
Optimum Balanced Fund
Old Mutual Dynamic Floor Fund
Jbl Managed FOF
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
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.