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

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1.75 / 0.44%

3.9832

NAV (ZAR) on 2024/11/14

NAV (ZAR) on 2024/11/13	3.9657
52 week high on 2024/10/17	3.9861
52 week low on 2023/11/16	3.6353
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	0.44%	0.44%
3 month change	3.37%	3.37%
6 month change	3.67%	5.33%
1 year change	9.4%	12.57%
5 year change	6.88%	8.61%
10 year change	5.62%	7.33%
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.