Japan Strategy

Proven track record – delivering strong absolute returns since 1998*

Outperforming benchmark since inception* through fundamentals-driven stock selection

A carefully curated portfolio of Japanese and Korean companies

Popular media has made Japan the poster child of developed markets plagued by an ageing population and prolonged economic stagnation. The Platinum Japan Fund, however, has delivered strong returns since inception in 1998, both in absolute terms and relative to the MSCI Japan Net Index (A$),* testifying to the robustness of our stock selection method and the depth of our team’s understanding of Japanese companies.

Platinum Japan 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 Japan (and, to a lesser extent, Korea).

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.

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 - Japan 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 Japan (and, to a limited extent, South Korea).

Platinum is the investment manager.

The Platinum Japan Master Fund Limited

 

The fund is a master fund in a master/feeder structure comprised of two feeder funds: The Platinum Japan Fund Limited and The Platinum Japan Fund LLC.

Platinum is the investment adviser.

For more information, please contact
Optima Fund Management.