Adviceworx Inflation Plus 3-4% FOF Fact Sheet MDD
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Fund Objectives

Monthly Prices
Dec 24
R 3.08    R 3.08
   0%
High Avg. Low
R 3.08 R 2.00
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 7 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 ?

With more than 400 co-managed unit trusts , BCI is by far the biggest administrator of unit trusts in SA as of 2020s.

With more or less than 10 unit trusts , asset manager Allan Gray is home to 3 funds featuring in our Top 10 Heavyweights by fund size in years of 2020s.

UK-based M&G Pls increased its stake to asset manager Prudential FM and the manager renamed M&G Investments in 2023.

Distributions Info (in cents)
See Also
Analytics Moderate FOF
Edge Balanced Fund
Amity Prudent FOF
Grayswan Moderate FOF
Baroque Moderato FOF
Asset Allocation Analysis
Fund Management
Fund Activities
Q3 of 2023
Technical data added.
Q3 of 2023
Distribution info added.
Q3 of 2023
Asset Allocation added.
Disclaimer
All the information presented in this website is generally geared towards educational content , so it does not constitute a personal investment advice.