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Click a Unit Trust

0.12  /  0.07%

176.43

NAV on 2019/05/21
NAV on 2019/05/20 176.31
52 week high on 2018/09/05 178.36
52 week low on 2018/06/01 167.39
Total Expense Ratio on 2018/12/31 2.15
Total Expense Ratio (performance fee) on 2018/12/31 0
NAV Incl Dividends
1 month change 0.11% 0.11%
3 month change 1.42% 2.34%
6 month change 2.65% 4.62%
1 year change 3.98% 8%
5 year change 3.07% 6.6%
10 year change 4.65% 8.02%
Price data is updated once a day.
  • Sectoral allocations
Fixed Interest 183.85 60.45%
General Equity 20.14 6.62%
Liquid Assets 4.02 1.32%
Managed 40.72 13.39%
Spec Equity 5.53 1.82%
Offshore 49.86 16.39%
  • Top five holdings
U-SIMAINC 69.76 22.94%
U-CORSTRI 56.96 18.73%
U-PSCINC 55.56 18.27%
PLATINUMGLBL 49.86 16.39%
U-PLATFLG 17.38 5.71%
  • Performance against peers
  • Fund data  
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%
Contact details

Email
clientservices@bcis.co.za

Website
http://www.bcis.co.za

Telephone
021-007-1500

  • Fund management  
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


  • Fund manager's comment

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.
  • Fund 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
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