Investments Overview

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our funds

Six funds.
One philosophy.

Our range of funds is designed to cater to different investment objectives and risk profiles. Each fund is managed to optimise returns while maintaining an appropriate amount of risk to achieve its target.

Unit Trust

Stefi Composite +2%

Platinum FR Defensive Income Fund of Funds

Best suited for shorter term investments, or an investor that requires higher levels of income.

Low risk profile

Unit Trust

SA CPI +2%

Platinum FR Income Provider Fund of Funds

Best suited for medium to long-term investments, or an investor who wants to draw reasonable levels of income.

Low-mod risk profile

Unit Trust

SA CPI +4%

Platinum FR Balanced Fund of Funds

Best suited for long-term investments, or an investor who prefers a balanced approach to investing.

Mod risk profile

Unit Trust

SA CPI +5%

Platinum FR Balanced Plus Fund of Funds

Best suited for long-term investments, or an investor who wants higher capital growth.

High-mod risk profile

Global Managed Fund

US CPI +4%

Platinum Global Managed Fund USD

Best suited for managed exposure to global markets, or an investor who would like a growth-oriented multi-asset fund.

High-mod risk profile

Unit Trust

SA CPI +5%

Platinum FR Worldwide Flexible Fund

Best suited for long-term investments, or an investor who wants superior capital growth and is comfortable with volatility.

High-mod risk profile