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 ?

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

in 2010s SIM Money Market Fund unit trusts enjoyed being ranked the biggest unit trusts fund till its dissolution.

Asset manager Mazi Capital was founded in 2006 by Malungelo Zilimbola.

Distributions Info (in cents)
Q2 of 2023 5.08
Q4 of 2022 1.67
Q2 of 2022 2.71
See Also
Quantum Balanced FOF
Amity Prudent FOF
27four Balanced FOF
Coronation Capital Plus Fund
Multi Asset Balanced Fund
Asset Allocation Analysis
Fund Management
Fund Activities
Disclaimer
Please note that unit trusts investmets are generally classified as long-term investment products not suitable for trading and speculation.