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  5. Perpetual WealthFocus Investment Advantage - Platinum International - Managed fund profile

Perpetual WealthFocus Investment Advantage - Platinum International - Managed Fund

Fund Objective
To provide capital growth over the long?term by investing in undervalued companies from around the world.
Fund Strategy
The Fund primarily invests in listed equity securities. The Portfolio will ideally consist of 40 to 80 securities that Platinum believes to be undervalued by the market.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 0.76% 5.26% 2.57% 9.19% 4.67% 8.77% 8.05% 6.07%
Growth return 0.76% 2.42% -0.2% 6.24% 2.11% 4.76% 2.61% -1.92%
Income return 0% 2.84% 2.77% 2.95% 2.56% 4.01% 5.44% 7.99%
Market index (MSCI World Ex Australia NR AUD)
Total return 0.92% 6.62% 5.1% 20.06% 19.45% 20.5% 15.74% 12.6%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Perpetual WealthFocus Investment Advantage - Platinum International
International Equities
81.33%
Cash
18.67%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
International Equities
95.48%
Cash
1.77%
Australian Equities
1.45%
Property & Infrastructure
1.15%
Fixed Interest
0%
Alternatives
0.14%

General Information

Fund Details
Type Description
Perpetual WealthFocus Investment Advantage - Platinum International
Perpetual Investment Management Ltd
PER0498AU
Equity World Large Value
star (as at 31 Aug 2025)
Investment Fund
10 Nov 2008
$20.08 million (as at 30 Jun 2025)
$1.0894 (as at 19 Sep 2025)
$1.08615 (as at 19 Sep 2025)
Open
Offer information
Type Description
MER 1.73% (as at 12 May 2025)
Indirect Cost Ratio (ICR) 1.73% (as at 30 Jun 2024)
Performance fee (not included in ICR) 0
Minimum initial investment $2,000.00
Minimum additional investments $1,000.00
Minimum redemption amount $1,000.00

Top 10 holdings (as at 31 Jul 2025)

Holding (as at 31 Jul 2025) Type % of Portfolio
Taiwan Semiconductor Manufacturing Co Ltd Equity 5.26%
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FAQs about the Perpetual WealthFocus Investment Advantage - Platinum International

The objective of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is To provide capital growth over the long?term by investing in undervalued companies from around the world.

The strategy of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is The Fund primarily invests in listed equity securities. The Portfolio will ideally consist of 40 to 80 securities that Platinum believes to be undervalued by the market.

The APIR code of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is PER0498AU.

Perpetual WealthFocus Investment Advantage - Platinum International’s total return last month was 0.76%. This was made up of a growth return of 0.76% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Investment Advantage - Platinum International’s total return for the last three months was 5.26%. This was made up of a growth return of 2.42% and an income return of 2.84%%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Investment Advantage - Platinum International’s one-year total return is 9.19%. This was made up of a growth return of 6.24% and an income return of 2.95%. These returns were calculated as at 31 Aug 2025.

Perpetual WealthFocus Investment Advantage - Platinum International’s one-year total return is 8.77%. This was made up of a growth return of 4.76% and an income return of 4.01%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is :

International Equities
81.33%
Cash
18.67%
Australian Equities
0%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is Perpetual Investment Management Ltd.

The Perpetual WealthFocus Investment Advantage - Platinum International managed fund belongs to the Equity World Large Value sector/asset class.

As at 30 Jun 2025, the size of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund was $20.08 million.

The Perpetual WealthFocus Investment Advantage - Platinum International managed fund has an inception date of 10 Nov 2008.

The current entry price of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is $1.0894 per unit and the current exit price is $1.08615 per unit (as at 19 Sep 2025).

The current exit price of the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is $1.08615 per unit and the current entry price is $1.0894 per unit (as at 19 Sep 2025).

The minimum initial investment amount for the Perpetual WealthFocus Investment Advantage - Platinum International managed fund is $2,000. Minimum additional investment is $1000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.