Platinum BCI Balanced Fund of Funds (A) - MPBP - Click a Unit Trust

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0.06 / 0.02%

3.8858

NAV (ZAR) on 2024/09/12

NAV (ZAR) on 2024/09/11	3.8852
52 week high on 2024/09/02	3.9139
52 week low on 2023/10/30	3.5487
Total Expense Ratio on 2024/06/30	2.54
Total Expense Ratio (performance fee) on 2024/06/30	0

	NAV	Incl Dividends
1 month change	1.19%	1.19%
3 month change	0.99%	2.6%
6 month change	3.66%	5.31%
1 year change	6.83%	9.93%
5 year change	6.95%	8.68%
10 year change	5.53%	7.23%
Price data is updated once a day. Unit trust and ETF performances for periods greater than 12 months are annualised.

COMPARE INSTRUMENTS

Here is a list of JSE shares held in this Unit Trust. These tables reflect changes in holdings over two quarters, but do not show where a fund has completely sold a holding during the latest quarter.

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The objective of this portfolio is to provide steady long term capital growth. The manager will seek to follow an investment policy which will reflect a spread of investments aiming at income and capital growth normally associated with the investment structure of a retirement annuity. The portfolio will invest in unit trusts investing in equities, cash, fixed income and property.