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ASISA Category
Worldwide Multi Asset Flexible
Fund benchmark and risk profile
Fund Benchmark: CPI + 5% p.a.
Risk Profile
Investment objective and investor profile
The Platinum BCI Worldwide Flexible Fund is a worldwide flexible portfolio which aims to deliver a high long-term total return.
The typical investor would be someone who has a long-term investment horizon and would like to achieve superior capital growth and is comfortable with high levels of volatility.
Investment policy
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. It may invest in global and local equity securities, interest bearing securities, property shares, property related securities, preference shares, money market instruments, non-equity securities and assets in liquid form. The portfolio may from time to time invest in listed and unlisted financial instruments.