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Financial Statements
Distribution – Tax Components
Investment
objective
To provide capital growth over the long-term through searching out undervalued listed (and unlisted) investments in companies around the world.
Where is
the Fund’s money invested?
The Fund primarily invests in listed securities.
The Portfolio will ideally consist of 100
to 200 securities that Platinum believes
to be undervalued by the market. Cash may
be held when undervalued securities cannot
be found. Platinum may short sell securities
that it considers overvalued. Refer further
to ‘The Funds’ Investments’ in the PDS.
The Portfolio will typically have 50% or more net equity exposure.
The Portfolio is constructed in accordance with ‘Platinum’s Investment Methodology’ -
refer to the PDS.
This Fund
may be suited to you if you:
|
believe
in the long-term wealth creation potential
of share investments |
 |
wish to achieve investment diversification by accessing international share market opportunities |
 |
accept
that returns over the shorter term may
fluctuate and that returns may even be
negative |
Minimum
suggested time horizon
Five or more years
Income distribution
Annually as at 30 June. |