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

Platypus Australian Equity MPS - Managed Fund

Fund Objective
To provide investors with a total investment return (before fees and taxes) that outperforms the benchmark over periods of five years or longer.
Fund Strategy
The Fund invests in a wide range of Australian shares listed; or expected to be listed; on the Australian Securities Exchange. Derivatives may be used.

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 3.63% -12.4% -4.76% 4.56% 10.18% 8.51% -% -%
Growth return 3.63% -12.53% -5.29% 3.42% 8.94% 7.05% -% -%
Income return 0% 0.13% 0.53% 1.14% 1.24% 1.46% -% -%
Market index (S&P/ASX 200 TR AUD)
Total return 3.62% -3.69% 1.24% 9.79% 9.43% 7.18% 12.14% 7.72%
As at 30 Apr 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Platypus Australian Equity MPS
Australian Equities
89.19%
Cash
2.21%
Property
8.60%
International Equities
0%
Fixed Interest
0%
Alternatives
0%
Average Allocation of Peers
Australian Equities
94.48%
Cash
-0.73%
Property
1.85%
International Equities
4.13%
Fixed Interest
0.29%
Alternatives
-0.03%

General Information

Fund Details
Type Description
Platypus Australian Equity MPS
Westpac Financial Services Limited
WFS8899AU
Equity Australia Large Growth
starstarstarstar (as at 30 Apr 2025)
Investment Fund
11 Apr 2022
$94.03 million (as at 28 May 2025)
$1.2776 (as at 29 May 2025)
$1.2756 (as at 29 May 2025)
Open
Offer information
Type Description
MER 0.54% (as at 1 Dec 2024)
Indirect Cost Ratio (ICR) 0.54% (as at 30 Jun 2024)
Performance fee (not included in ICR) Not Available
Minimum initial investment $500,000

FAQs about the Platypus Australian Equity MPS

The objective of the Platypus Australian Equity MPS managed fund is To provide investors with a total investment return (before fees and taxes) that outperforms the benchmark over periods of five years or longer.

The strategy of the Platypus Australian Equity MPS managed fund is The Fund invests in a wide range of Australian shares listed; or expected to be listed; on the Australian Securities Exchange. Derivatives may be used.

The APIR code of the Platypus Australian Equity MPS managed fund is WFS8899AU.

Platypus Australian Equity MPS’s total return last month was 3.63%. This was made up of a growth return of 3.63% and an income return of 0%. These returns were calculated as at 30 Apr 2025.

Platypus Australian Equity MPS’s total return for the last three months was -12.4%. This was made up of a growth return of -12.53% and an income return of 0.13%%. These returns were calculated as at 30 Apr 2025.

Platypus Australian Equity MPS’s one-year total return is 4.56%. This was made up of a growth return of 3.42% and an income return of 1.14%. These returns were calculated as at 30 Apr 2025.

Platypus Australian Equity MPS’s one-year total return is 8.51%. This was made up of a growth return of 7.05% and an income return of 1.46%. These returns were calculated as at 30 Apr 2025.

The asset allocation of the Platypus Australian Equity MPS managed fund is :

Australian Equities
89.19%
Cash
2.21%
Property
8.60%
International Equities
0%
Fixed Interest
0%
Alternatives
0%

The Responsible Entity for the Platypus Australian Equity MPS managed fund is Westpac Financial Services Limited.

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

As at 28 May 2025, the size of the Platypus Australian Equity MPS managed fund was $94.03 million.

The Platypus Australian Equity MPS managed fund has an inception date of 11 Apr 2022.

The current entry price of the Platypus Australian Equity MPS managed fund is $1.2776 per unit and the current exit price is $1.2756 per unit (as at 29 May 2025).

The current exit price of the Platypus Australian Equity MPS managed fund is $1.2756 per unit and the current entry price is $1.2776 per unit (as at 29 May 2025).

The minimum initial investment amount for the Platypus Australian Equity MPS managed fund is $500,000.

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.