Platinum Balanced FOF Fact Sheet MDD
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Fund Objectives
Monthly Prices
Dec 24
R 3.98 ⇓    R 0.-6
⇓    -1.49%
High Avg. Low
R 4.04 R 3.87 R 3.71
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 20 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 1965, the first unit trust in SA , Sage Domestic Equity Fund ,was launched.

Asset manager Prescient Asset Management was founded by the Guy brothers Herman and Toms.

The first preference share ETF , Grindrod PrefTrax ETF listed on the JSE in 2012.

Distributions Info (in cents)
Q2 of 2023 5.08
Q4 of 2022 1.67
Q2 of 2022 2.71
See Also
Destiny Prudential FOF
Optimum Balanced Fund
Old Mutual Dynamic Floor Fund
Sygnia Skeleton Balanced 60 Fund
Satrix Moderate ETF
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.