Platinum Portfolios

Platinum Portfolios

Authorised Financial Services Provider FSP 641

About us:

Founded in 2000, Platinum Portfolios is an independent owner-managed fund management company. We commit to building lasting and meaningful relationships with our investors, partners, and advisors. We manage money exclusively for the private client. Platinum Portfolios offers a range of unit trusts both local and offshore, as well as offering a custom-made fund management service for clients who prefer a personalised investment service.

Our investment philosophy:

We keep things simple through -

• Commitment to our fiduciary responsibility of ‘client first’.

• Deep understanding of the companies that we invest in.

• Daily discipline in our investment approach.

• We are addicted to the continuous improvement of our investment process.

• We invest in what makes sense to us.

Our clients trust in the consistency of our investment process and performance.

Get Social with Platinum Portfolios

MDDs

Minimum Disclosure Document Date: 31 October 2024

Fund Name NAV Price (CPU) NAV Price Date Minimum Disclosure Document
Platinum BCI Balanced Fund of Funds (A) MPBP 402.11 26 November 2024 pdf
Platinum BCI Defensive Income Fund of Funds (A) PLATDA 106.37 26 November 2024 pdf
Platinum BCI Income Provider Fund of Funds (A) MPIP 221.75 26 November 2024 pdf
Platinum BCI Worldwide Flexible Fund (A) MPFG 771.44 26 November 2024 pdf

Awards

Morningstar 2019 - Best Flexible Allocation Fund: Platinum BCI Worldwide Flexible Fund

Raging Bull 2019 - Best (FSCA Approved) Offshore Global Asset Allocation Fund: Platinum Global Managed Fund

Raging Bull 2018 - Best SA Domiciled Worldwide Multi-Asset Flexible: Platinum MET Worldwide Flexible Fund

Raging Bull 2017 - Best SA Domiciled Worldwide Multi-Asset Flexible: Platinum MET Worldwide Flexible