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| The Home of SA's Sygnia , Kagiso , Lynx and many more Unit Trusts |
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Platinum Income Provider FoF Fact Sheet
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The investment objective of the Platinum BCI Income Provider Fund of Funds is to provide investors with a high level of sustainable income and stability of capital invested.
The fund will be managed in compliance with prudential investment guidelines for retirement funds in South Africa to the extent allowed for by the Act.To provide a limited level of capital protection, the fund’s equity exposure may be as high as 40% of the fund’s net asset value.Investments to be included in the fund will, apart from assets in liquid form, consist of equity securities, property shares, property related securities, non-equity securities, interest bearing instruments and securities, preference shares and money markets instruments. |
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| Fund Size (ZAR Mil) |
| R379 |
R-15 |
-3.807% |
| No. Of Accounts |
| 48 |
47 |
4700% |
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| 04-AUG 2022 |
↑
↑ |
R1.95 |
0.93% |
| R0.01 |
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| Asset Allocation as of Dec 2021 (ZAR Mil) |
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| Sector |
Dec 2021 |
Move |
%Move |
| EQUITIES | R 0 | R 0 | 0% |
| Domestic | R 0 | R 0 | 0% |
| Foreign | R 0 | R 0 | 2% |
| Income Instr. | R 33 | R 22 | 200% |
| Domestic | R 33 | R 22 | 200% |
| Foreign | R 0 | R 0 | 0% |
| REAL ESTATE | R 0 | R 0 | 0% |
| FUND OF FUNDS | R 346 | R -37 | -9.660% |
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