-0.43 /
-0.24%
181.34
NAV on 2019/11/14
| NAV on 2019/11/13 |
181.77 |
| 52 week high on 2019/11/13 |
181.77 |
| 52 week low on 2019/01/07 |
169.12 |
| Total Expense Ratio on 2019/06/30 |
2.13 |
| Total Expense Ratio (performance fee) on |
0 |
| Fixed Interest |
182.49 |
57.35% |
| General Equity |
8.37 |
2.63% |
| Liquid Assets |
12.29 |
3.86% |
| Managed |
53.55 |
16.83% |
| Spec Equity |
5.85 |
1.84% |
| Offshore |
55.64 |
17.49% |
|
U-SIMAINC |
70.08 |
22.02% |
|
U-CORSTRI |
56.95 |
17.9% |
|
PLATINUMGLBL |
55.64 |
17.49% |
|
U-PSCINC |
55.46 |
17.43% |
|
U-PLATFLG |
19.09 |
6% |
Management company:
Boutique Collective Investments (RF) (Pty) Ltd. |
Formation date:
2005/11/17 |
ISIN code:
ZAE000074167 |
Short name:
U-PLATINP |
Risk:
Unknown |
Sector:
South African--Multi Asset--Low Equity |
Benchmark:
CPI plus 2% |
Mel N Meltzer
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
Platinum Income Provider FoF comment- Sep 09
2009/11/12 00:00:00
The funds return to date has been very good and the fund has been a good performer in its sector over the last twelve months. This fund is a low risk fund most suited for investors who want long term inflation beating returns. Most of the investors who invest in this fund are very conservative. We would caution that its harder and harder to find value in the market. Most of our managers are of the same view that the market has become over bought and it's the consensus view that the market is pricing in growth that is not achievable. We reduced our property exposure on earnings concerns due to drastic cost pressures. A decent correction would enable us to increase our equity exposure, we will remain patient and wait for better buying opportunities.
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
