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Platinum International Technology Fund

Platinum International Technology Fund

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General Information
Fund Name Platinum International Technology Fund
Manager Platinum Asset Management
APIR Code PLA0101AU  
Sector/Asset Class Equity Global Technology  
Morningstar Rating More information...
Standard & Poor's Rating More information...
Legal Structure Investment Fund  
Fund Inception 18th May 2000
Fund Size $42.25 million (as at 30th Jun 2010) 
Entry Price $1.002 (as at 27th Jul 2010) 
Exit Price $0.997 (as at 27th Jul 2010) 
Related Links
Download the PDS for this managed fund  Download the Prospectus/PDS

Gearing Available  Margin Lending Available (70%)

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Fund Performance (as at 30th Jun 2010) More information... 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.
7 Year
% p.a.
Total Return -2.71 -3.14 -2.63 7.57 15.22 2.46 8.24 8.05
Growth Return -6.22 -6.63 -6.14 3.69 7.55 -3.40 3.51 3.96
Income Return 3.51 3.49 3.51 3.88 7.67 5.86 4.73 4.09
Morningstar Index
(Morningstar Peer Group Retail Invesment Trust Equity Global - Technology Index) More information...
Total Return -5.02 -3.77 -3.59 8.50 1.28 -5.06 0.70 1.39
Market Index
(MSCI World Accumulation Index Net Dividend Reinvestment Australian Dollar)
Total Return -4.10 -5.10 384.12 421.90 118.39 -11.33 -1.97 1.20


Asset Allocation (as at 30th Jun 2010) More information...
Domestic Shares 0%
International Shares 73.3%
Cash 26.7%
Listed Property 0%
Direct Property 0%
Domestic Fixed Interest 0%
International Fixed Interest 0%
Mortgage 0%
Other 0%
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Objectives and Strategy
Fund Objective Aims to provide capital growth over the long-term by taking advantage of opportunities created by developments in information technology and telecommunications. Minimum suggested time horizon is 5 or more years.
Fund Strategy Invests primarily in listed technology securities on sharemarkets around the world, including providers of computing, networking and telecoms equipment, software, semi-conductors, and related capital equipment providers, IT services, as well as network operators, content providers, and 'Internet' based businesses. Fund will ideally consist of around 30-60 stocks the Manager believes undervalued by the market. Where undervalued stocks cannot be found, funds may be invested in cash. Manager may short-sell shares that it considers to be overvalued


Offer Information
Management Expense Ratio (MER) 1.54% (as at 30th Jun 2008)
Standard Entry Fee 0%
Entry Fee via InvestSMART 0%
Standard Exit Fee 0%
Exit Fee via InvestSMART 0%
Minimum Initial Investment $20,000
Minimum Additional Investments $0
Minimum Redemption Amount $10,000
Savings Plan Comments Monthly or Quarterly

Top 10 Holdings (as at 31st Dec 2002)
Holding Type % of Portfolio
Sun Microsystems General Shares 4.80
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Managed Fund data is supplied by Morningstar Research and Standard & Poor's Information Services and is subject to the following disclaimer. Managed fund unit prices are indicative only.


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