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Home > Investments > Unit Trusts > Platinum BCI Income Provider Fund of Funds
ASISA Category
SA Multi Asset Low Equity
Fund benchmark and risk profile
Benchmark: CPI + 2% p.a.
Risk Profile
Investment objective and investor profile
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 typical investor would be someone that has a medium to long term investment horizon and would like to protect their capital against inflation while drawing reasonable levels of income.
Investment policy
The portfolio 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 portfolio’s equity exposure may be as high as 40% of the portfolio’s net asset value. Investments to be included in the portfolio 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.