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 ?

DYN

In 2017, Grant Thornton Capital made an offer and acquire asset manager Worldwide Capital (WWC).

Stanlib was formed after merger of Standard Bank and Liberty Life asset management businesses.

Distributions Info (in cents)
Q2 of 2023 5.08
Q4 of 2022 1.67
Q2 of 2022 2.71
See Also
Baroque Moderato FOF
Stanlib Absolute Plus Fund
Platinum Balanced FOF
Amity Prudent FOF
Sygnia CPI + 2% Fund
Asset Allocation Analysis
Fund Management
Management Company
BCI | Boutique
Collective Investments
Asset Manager
Platinum
Portfolios
Fund Activities
Disclaimer
Our unit trusts prices captured in and around the end of each month and are rounded off to the nearest full 1 cent.