Platinum BCI Balanced Fund of Funds

objective of this portfolio is to provide the investor with reasonably high long-term capital growth and relatively low levels of income and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth.  Equity exposure (incl international equity) will be between 40% and 65% at all times.  The composition shall reflect the investment structure of a retirement fund.

Unit Price:

Fund Name Risk Profile Unit Price Date
Platinum BCI Balanced Fund of Funds Medium 282.79 2019-12-09

Summary of key facts:

Benchmark: CPIX + 4%
Fund Classification: SA Multi Asset Medium Equity
Risk Profile: Medium
Launch Date: 2005-11-17
Investment Manager: Platinum Portfolios (Pty) Ltd
Fund and Admin manager: Boutique Collective Investments (RF) (Pty) Ltd

Related Information:

Platinum BCI Balanced Fund of Funds MDD – October 2019
Platinum Portfolios BCI Application – Individual Form
Platinum Portfolios BCI Application – Legal Entity Form
Platinum Portfolios Unit Trust One-year TER’s for the financial year ending 30 June 2018

Historic Minimum Disclosure Documents:

Platinum BCI Balanced Fund of Funds (A) MDD – September 2019

Platinum BCI Balanced Fund of Funds (A) MDD – August 2019

Platinum BCI Balanced Fund of Funds – MDD July 2019

Platinum BCI Balanced Fund of Funds – MDD – June 2019

Platinum BCI Balanced Fund of Funds -MDD – May 2019

Platinum BCI Balanced Fund of Funds MDD – April 2019

Platinum BCI Balanced Fund of Funds – MDD – March 2019

Platinum BCI Balanced Fund of Funds (A) MDD – February 2019

Platinum BCI Balanced Fund of Funds MDD- January 2019
Platinum BCI Balanced Fund of Funds MDD – December 2018
Platinum BCI Balanced Fund of Funds MDD – October 2018
Platinum BCI Balanced Fund of Funds MDD- September 2018
Platinum BCI Balanced Fund of Funds – MDD August 2018
Platinum BCI Balanced Fund of Funds MDD- July 2018
Platinum BCI Balanced Fund of Funds MDD – June 2018
Platinum BCI Balanced Fund of Funds MDD – May 2018
Platinum BCI Balanced Fund of Funds – April 2018
Platinum BCI Balanced Fund of Funds – March 2018
Platinum BCI Balanced Fund of Funds February 2018
Platinum BCI Balanced Fund of Funds January 2018
Platinum BCI Balanced Fund of Funds December 2017
Platinum BCI Balanced Fund of Funds November 2017
Platinum BCI Balanced Fund of Funds October 2017
Platinum BCI Balanced Fund of Funds September 2017
Platinum BCI Balanced Fund of Funds MPBP August 2017
Platinum BCI Balanced Fund of Funds MPBP July 2017
Platinum BCI Balanced Fund of Funds MDD June 2017
Platinum BCI Balanced Fund of Funds MDD – May 2017
Platinum MET Balanced FoF MDD – April 2017