Platinum Balanced 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 *
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 21 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 2015, information platform launched Morningstar itself into asset management by establishing Morningstar Investment Management

SIM's NewFunds ETFs transfered , renamed and managed by Sanlam's Satrix.

In 22003, asset manager Coronation listed on the JSE stock exchange.

Distributions Info (in cents)
Q2 of 2023 5.08
Q4 of 2022 1.67
Q2 of 2022 2.71
See Also
Coronation Capital Plus Fund
Quantum Balanced FOF
Satrix Moderate ETF
Platinum Balanced FOF
ADB Balanced FOF
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Platinum
Portfolios
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.