Asia ex-Japan Strategy

Proven track record – delivering strong absolute returns since 2003

A carefully curated, diversified portfolio of Asian companies

Multiple channels of access (unlisted managed fund, LIC and ASX-quoted managed fund)

Led by the two most populous nations on earth, China and India, Asia has been an engine of dynamism and growth for the world economy in recent years and has provided an abundance of opportunities for the savvy investor.

Investing in some of Asia’s emerging markets requires specialised skills and a nuanced understanding of the cultural backdrop against which companies in the region operate. This is where our experienced team of dedicated Asia specialists comes in.

Platinum Asia Fund

An Australian-registered, open-ended managed fund, the fund seeks to provide capital growth over the long-term by investing in undervalued companies in the Asia ex-Japan region.
 

Platinum Asia Fund (Quoted Managed Hedge Fund) (ASX code: PAXX)

An open-ended managed fund quoted on the ASX, PAXX seeks to provide capital growth over the long-term by providing exposure to undervalued listed investments in the Asia ex-Japan region. PAXX is a feeder fund that invests primarily in the unlisted Platinum Asia Fund.
 

Platinum Asia Investments Limited (ASX code: PAI)

A closed-ended investment company listed on the ASX, PAI seeks to provide capital growth over the long-term by investing in undervalued companies in the Asia ex-Japan region across industry sectors. 
 

Platinum Investment Bond

The Platinum Investment Bond (Bond) is an investment vehicle that offers unique tax advantages not available through many other savings and investment products. The Bond is a collaboration between Platinum Asset Management, the manager responsible for the investments of the Bond and Australian Unity, who is responsible for the administration and client servicing of the Bond.

The Bond provides two investment options, the Platinum International Fund established in 1995 and the Platinum Asia Fund established in 2003.

Lifeplan Australian Friendly Society Limited ABN 78 087 649 492, AFSL 237989 is the issuer of the Platinum Investment Bond. The information provided on this website in relation to the Platinum Investment Bond is solely of a factual nature and is not intended to be financial product advice. It does not take into account your objectives, financial situation or needs. You should read the product disclosure statement of the Platinum Investment Bond and consider seeking professional financial advice, before making any decisions to acquire units in the Platinum Investment Bond.

Platinum Investment Bond - Asia Fund

 

The underlying Fund primarily invests in listed securities of Asian companies. Asian companies may list their securities on securities exchanges other than those in Asia and the Fund may invest in those securities. The Fund may invest in companies not listed in Asia but where their predominant business is conducted in Asia. The Fund may invest in companies that benefit from exposure to the Asian economic region.

The Portfolio will ideally consist of 50 to 100 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. The Portfolio will typically have 50% or ore net equity exposure.

Offshore Funds

Platinum Investment Management Limited (Platinum) is the investment manager or investment adviser for a number of offshore investment vehicles that are established or incorporated in countries outside of Australia. These investment vehicles cater to certain qualified investors, have not been registered for sale in Australia or New Zealand, and are not available to any person in Australia who is a retail client within the meaning of section 761G of the Corporations Act 2001 (Cth).

Information contained in this section of the website is not intended for investors in Australia or New Zealand, or for investors in any other jurisdiction in which distribution or purchase is not authorised. This information is published solely for the purposes of demonstrating Platinum’s global investment management capabilities. Nothing contained in this section of the website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments associated with these investment vehicles.

Platinum World Portfolio - Asia Fund

 

The fund is a sub-fund of Platinum World Portfolios PLC, an Irish-domiciled Undertaking for Collective Investment in Transferable Securities (UCITS) and an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital.

It seeks to provide capital growth over the long-term (generally 5 to 7 years) by investing in undervalued securities of companies in the Asia ex-Japan region.

Platinum is the investment manager.