Platinum International

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General Information

Platinum International
Platinum Asset Management
PLA0002AU
Equity World Large Blend
(as at 30 Sep 2014)
Gold
Managed Funds
1 May 1995
$10153.12 million (as at 30 Sep 2014)
$1.8991 (as at 20 Oct 2014)
$1.8896 (as at 20 Oct 2014)

Fund performance (30 Sep 2014) NOTE : returns for periods greater than 1 year are annualised

  1 Month
%
3 Month
%
6 Month
%
1 Year
% p.a.
2 Year
% p.a.
3 Year
% p.a.
5 Year
% p.a.
10 Year
% p.a.
Total return 2.97 3.58 5.84 14.66 26.8 18.41 8.09 8.25
Growth return 2.97 3.58 0.09 8.43 21.81 14.59 5.37 1.19
Income return 0 0 5.75 6.23 4.99 3.82 2.72 7.06

Morningstar index (Mstar PG ITr Equity World Large Bld Idx)

Total return 3.72 4.99 7.34 17.34 25.04 20.69 9.98 4.53

Market index (MSCI World Ex Australia NR AUD)

Total return 4.3 5.74 8.95 20.37 27.01 22.37 11.21 5.04

Asset allocation (30 Sep 2014)

Domestic Shares 1.30%
International Shares 90.90%
Cash 7.80%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%

Objectives and Strategy

Aims to provide capital growth over the long-term by investing in undervalued listed and unlisted investments around the world . Minimum suggested time horizon is 5 or more years.
Invests primarily in securities listed on sharemarkets around the world. The Fund is likely to consist of around 50-100 stocks, that the Manager believes to be undervalued by the market. Where undervalued stocks cannot be found, funds may be invested in cash. The Manager may short sell shares that it considers to be over-valued.

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Offer information

Indirect Cost Ratio (ICR) 1.54% (as at 30 Jun 2013) (Estimated)
Minimum initial investment $20,000
Minimum additional investments
Minimum redemption amount $10,000.00

Top 10 holdings (as at 31 Aug 2014)

Holding Type % of Portfolio
Intel Corp Equity 2.89%
Login now to view the complete list of holdings.

Morningstar The data is provided by Morningstar. For further information on managed funds, including Research Reports, please visit www.morningstar.com.au

© Copyright Morningstar Australasia Pty Ltd 2009 ABN 95 090 665 544 (Morningstar), AFSL 240892. (a subsidiary of Morningstar, Inc.). This information is to be used for personal, non-commercial purposes only. No reproduction is permitted without the prior written content of Morningstar. Some of the material provided is published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO").

Further managed funds data is provided by Standard & Poor's Information Services and is subject to the following disclaimers.

* Dates for historical returns vary from fund to fund