InvestSMART
  1. Home
  2. Research & Advice
  3. Research Tools
  4. Managed Funds
  5. Platypus Australian Equities - Managed fund profile

Platypus Australian Equities - Managed Fund

Fund Objective
The option aims to outperform the S&P/ASX 300 Accumulation Index (before fees and expenses) over a rolling three-year rolling period.
Fund Strategy
The option aims to deliver strong returns over the medium to long-term by identifying high quality Australian companies with strong future growth prospects. The option adopts a 'high conviction' approach; meaning the portfolio is concentrated; holding typically between 25 and 40 stocks listed on an Australian securities exchange. The option can invest up to 100% of its assets in Australian shares; however; it generally holds up to 10% in cash and cash equivalents.

Fund Performance Comparison

Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark.

{{ fund.name }}
Peers
Benchmark ({{ fund.benchmark.name }})
{{ fund.model.name }}
The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.
grow your money
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns.
Free Fees Report
investing
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers.
Free investor guide
Grow your money, not your fees
It's fees rather than returns that make the biggest difference to your investment's compounding returns. Free Fees Report
Investing made simple
Our professionally-tailored investment portfolios consistently beat most of our peers. Free investor guide

Fees Comparison

{{ fund.mer | number:2 }}
% p.a.
{{ fund.name }}
{{ modelPortfolio.mer * 100 | number:2 }}
% p.a.
{{ modelPortfolio.name }}
{{ fund.benchmark.peers.mer * 100 | number:2 }}
% p.a.
Average of peers ({{ fund.benchmark.peers.peerCount }})
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.
Upsell Banner

Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.63% 6.76% 6.87% 7.79% 7.61% 7.33% 7.83% 6.96%
Growth return 1.63% 6.76% 5% 3.56% 1.26% 1.38% 0.6% -0.55%
Income return 0% 0% 1.87% 4.23% 6.35% 5.95% 7.23% 7.51%
Market index (S&P/ASX 200 TR AUD)
Total return 3.1% 7.03% 11.65% 14.74% 14.82% 13.04% 12.32% 9.87%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Platypus Australian Equities
Australian Equities
78.63%
International Equities
17.90%
Cash
3.47%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
93.74%
International Equities
4.83%
Cash
-0.82%
Property & Infrastructure
1.41%
Fixed Interest
0.26%
Alternatives
0.58%

General Information

Fund Details
Type Description
Platypus Australian Equities
Colonial First State Investments Limited
CFM0404AU
Equity Australia Large Growth
starstar (as at 31 Aug 2025)
Investment Fund
14 Apr 1993
$191.16 million (as at 31 Aug 2025)
$1.3168 (as at 9 Sep 2025)
$1.3129 (as at 9 Sep 2025)
Open
Offer information
Type Description
MER 0.92% (as at 28 Aug 2025)
Indirect Cost Ratio (ICR) 0.92% (as at 30 Jun 2025)
Performance fee (not included in ICR) Not Available
Minimum initial investment $20,000
Minimum redemption amount

Top 10 holdings (as at 28 Feb 2025)

Holding (as at 28 Feb 2025) Type % of Portfolio
Rio Tinto Ltd Equity 7.11%
Login now to view the complete list of holdings.

FAQs about the Platypus Australian Equities

The objective of the Platypus Australian Equities managed fund is The option aims to outperform the S&P/ASX 300 Accumulation Index (before fees and expenses) over a rolling three-year rolling period.

The strategy of the Platypus Australian Equities managed fund is The option aims to deliver strong returns over the medium to long-term by identifying high quality Australian companies with strong future growth prospects. The option adopts a 'high conviction' approach; meaning the portfolio is concentrated; holding typically between 25 and 40 stocks listed on an Australian securities exchange. The option can invest up to 100% of its assets in Australian shares; however; it generally holds up to 10% in cash and cash equivalents.

The APIR code of the Platypus Australian Equities managed fund is CFM0404AU.

Platypus Australian Equities’s total return last month was 1.63%. This was made up of a growth return of 1.63% and an income return of 0%. These returns were calculated as at 31 Aug 2025.

Platypus Australian Equities’s total return for the last three months was 6.76%. This was made up of a growth return of 6.76% and an income return of 0%%. These returns were calculated as at 31 Aug 2025.

Platypus Australian Equities’s one-year total return is 7.79%. This was made up of a growth return of 3.56% and an income return of 4.23%. These returns were calculated as at 31 Aug 2025.

Platypus Australian Equities’s one-year total return is 7.33%. This was made up of a growth return of 1.38% and an income return of 5.95%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Platypus Australian Equities managed fund is :

Australian Equities
78.63%
International Equities
17.90%
Cash
3.47%
Property & Infrastructure
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Platypus Australian Equities managed fund is Colonial First State Investments Limited.

The Platypus Australian Equities managed fund belongs to the Equity Australia Large Growth sector/asset class.

As at 31 Aug 2025, the size of the Platypus Australian Equities managed fund was $191.16 million.

The Platypus Australian Equities managed fund has an inception date of 14 Apr 1993.

The current entry price of the Platypus Australian Equities managed fund is $1.3168 per unit and the current exit price is $1.3129 per unit (as at 9 Sep 2025).

The current exit price of the Platypus Australian Equities managed fund is $1.3129 per unit and the current entry price is $1.3168 per unit (as at 9 Sep 2025).

The minimum initial investment amount for the Platypus Australian Equities managed fund is $20,000.

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.