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Platinum BCI Income Provider Fund of Funds   Summary Fact Sheet
South African--Multi Asset--Low Equity
 
Technical Overview
Formation Date: 17 Nov 2005
Holdings: 5
Original Price: 100
Pricing System: Forward
 
Price (A - Class)
 
Management
Mel N Meltzer, BA.LLB.Stell
Mel is an executive director of Platinum Portfolios. He has in excess of 10 years experience as an investment manager. Mel has extensive knowledge of both the local and offshore markets. He is responsible for the modeling and management of the Platinum Private Client Portfolios
 
 Platinum Portfolios (Pty) Ltd.
 
Charolyn Pedlar
 
Ranking
Sector: South African-Multi Asset-Low Equity
Fund Size: R318 190 624 (as at 30 Sep 2019)
Sector Rank: 47 out of 148
(lump sum over 1 years to 31 Oct 2019)
Overall Rank: 541 out of 1268
(lump sum over 1 years to 31 Oct 2019)
R1000 invested on 31 Oct 2018 was worth R1 085.27 on 31 Oct 2019 (8.53% annual compound return)
R100 per month since 31 Oct 2018 was worth R1 269.30 on 31 Oct 2019 (10.33% annual return compounded monthly)
 
Please note that domestic fund performance figures are calculated on a NAV-NAV basis including dividends reinvested on the reinvestment date, ETFs are reinvested on the ex-div date.
   
Focus and Objective
The investment objective of the portfolio is to achieve a high level of sustainable income and stability of capital invested. The portfolio will be invested in unit trusts investing in equities, cash, property and fixed income instruments
 
Latest Fund Manager Comment / News
The investment objective of the Platinum BCI Income Provider Fund of Funds is to provide  ...more
 
News Archive
Click here for complete news archive for this fund.
 
Top Holdings on 30 Sep 2019
Share No Units Value (Rm) % of Fund
U-SIMAINC 5 975 347 70.08 22.02%
U-CORSTRI 3 584 885 56.95 17.90%
PLATINUMGLBL 2 456 400 55.64 17.49%
U-PSCINC 39 355 229 55.46 17.43%
U-PLATFLG 3 985 072 19.09 6.00%
Totals   257.22 80.84%
 
Comparative Performance
 
Portfolio Structure as at 30 Sep 2019
Click here for complete portfolio for this fund.
 
Dividend Data
Click here for Dividend History for this fund.
 
Fees and Charges
Click here for fees and charges for this fund.
 
Sectoral Information
Click here for Sectoral Information for this fund.
 


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