Platinum Balanced Fund Of Funds Fact Sheet

Fund Details
Fund Sector
SA – Multi Asset – Medium Equity
Assets Under Management (R m) (Mar 2019)
R728 R 28 3.8461%
Number of Accounts (Mar 2019)
51 1 1.96%
Fund Asset Allocations (R m)
Sector Mar 2019 Dec 2018
Equities R 114 R 106
    Local    R 0    R 0
    Foreign    R 114    R 106
Cash Instr. R 0 R 2
    Local    R 0    R 2
    Foreign    R 0    R 0
Property R 0 R 0
On FoF R 614 R 591
Fund Investment Aims, Objective and/or Universe
The investment objective of the Platinum BCI Balanced Fund of Funds is to provide the investor with reasonably high long-term capital growth and relatively low levels of income.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, subject to a maximum equity exposure of 60% 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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