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-2.54  /  -0.46%

548.51

NAV on 2021/09/23
NAV on 2021/09/22 551.05
52 week high on 2021/08/20 574.08
52 week low on 2020/11/09 508.17
Total Expense Ratio on 2021/06/30 1.9
Total Expense Ratio (performance fee) on 2021/06/30 0
NAV
Incl Dividends
1 month change -4.36% -4.36%
3 month change 2.63% 2.86%
6 month change 2.31% 2.53%
1 year change 1.8% 2.45%
5 year change 8.49% 9.29%
10 year change 12.74% 13.91%
Price data is updated once a day.
Click and drag to zoom in on timeline.
  • Sectoral allocations
Consumer Discretionary 44.54 5.10%
Financials 31.25 3.58%
Fixed Interest 185.55 21.23%
Industrials 5.68 0.65%
Liquid Assets 68.77 7.87%
Offshore 538.35 61.59%
  • Top five holdings
U-SIMAINC 63.62 7.28%
U-PSCINC 62.86 7.19%
U-CORSTRI 59.02 6.75%
MICROSOFT 40.10 4.59%
DCWWFUND 37.74 4.32%
  • Performance against peers
  • Fund data  
Management company:
Boutique Collective Investments (RF) (Pty) Ltd.
Formation date:
2005/11/10
ISIN code:
ZAE000074175
Short name:
U-PLATFLG
Risk:
Unknown
Sector:
Worldwide--Multi Asset--Flexible
Benchmark:
CPI plus 5% (net of fees)
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 Flexible Growth 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 top ten performer in its sector over the last twelve months. This fund is a high risk fund most suited for investors who want long term capital growth. Most of the investors who invest in this fund are debit order clients. 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. The over valuation driven by traders and momentum investors could lead to disappointment in the short term. We do not expect a collapse in the market from these levels.
  • Fund focus and objective  
The Platinum MET Worldwide Flexible Fund is a worldwide flexible portfolio that aims to provide investors with high long term total return. The portfolio may invest in global and local equity securities, government -, corporate- and inflation linked bonds, debentures, non-equity securities, property shares, property related securities, preference shares, money market instruments and assets in liquid form. The portfolio may also invest in participatory interests and other forms of participation in portfolios of collective investment schemes or other similar schemes operated in territories with a regulatory environment which is to the satisfaction of the manager and trustee of a sufficient standard to provide investor protection at least equivalent to that in South Africa and which is consistent with the portfolio's primary objective. The Manager may make active use of derivatives to reduce the risk that a general decline in the value of equity, property and bond markets may have on the value of the portfolio. The manager shall have the maximum flexibility to vary assets between the various markets, asset classes and countries to reflect the changing economic and market conditions.
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