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Morningstar

Platinum BCI Income Provider FoF A MPIP

Morningstar Medalist Rating
Medalist Rating as of | See Platinum Portfolios Investment Hub
  • NAV / 1-Day Return 2.16  /  +0.08 %
  • Total Assets 21.8 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio —
  • Distribution Fee Level High
  • Share Class Type —
  • Category ZAR/NAD Cautious Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.14%
  • Turnover —

ZAR | NAV as of Jun 26, 2024 | 1-Day Return as of Jun 26, 2024, 7:53 AM GMT+0

Morningstar’s Analysis MPIP

Will MPIP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable MPIP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the MPIP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of MPIP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Platinum BCI Income Provider FoF A boasts strong Process and People Pillar ratings, but other weaknesses hold this strategy's Morningstar Medalist Rating at Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings MPIP

More MPIP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Taquanta Active Income FR R3

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36ONE BCI Equity D

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Truffle SCI General Equity C

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—

Aylett Equity Prescient A1

3.05 12.1 Mil
—

M&G Equity Fund F

2.65 10.5 Mil
—

Fairtree Equity Prescient A2

1.48 5.9 Mil
—

ZAR CASH

0.74 2.9 Mil
Cash and Equivalents