Platinum BCI Income Provider Fund of Funds

The investment objective of this portfolio is to achieve a high level of sustainable income and stabililty of capital invested and will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a conservatively managed retirement fund.  The portfolio’s equity exposure may be as high as 40% of the portfolio’s net asset value.  The composition of the portfolio shall reflect the investment structure of a conservatively managed retirement fund.

Unit Price:

Fund Name Risk Profile Unit Price Date
Platinum BCI Income Provider Fund of Funds Low 175.98 2019-04-16

Summary of key facts:

Benchmark: CPIX + 2%
Fund Classification: SA Multi Asset Low Equity
Risk Profile: Low
Launch Date: 2006-11-01
Investment Manager: Platinum Portfolios (Pty) Ltd
Fund and Admin manager: Boutique Collective investments (RF) (Pty) Ltd

Related Information:
Platinum BCI Income Provider Fund of Funds MDD – March 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 Income Provider Fund of Funds (A) MDD – February 2019

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