Managed Funds

Annual distribution of fund income to investors

Minimum investment A$10,000 (or A$5,000 under a regular investment plan)

Unit prices determined by the fund’s NAV, not investor sentiment 

Our products under the flagship Platinum Trust brand comprise eight unlisted Australian-registered managed funds, offering a suite of different global, regional and sector investment strategies, and providing investors with exposure to actively managed, diversified portfolios of companies worldwide.

Investors buy and sell units at the per-unit net asset value (NAV) of the fund (subject to the 0.25% buy/sell spread), not at a market price driven by supply and demand.

Platinum International Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.

Platinum Unhedged Fund

The fund employs a long-only strategy that seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.

Platinum Asia Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies in the Asia ex-Japan region.

Platinum European Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies in the European region.

Platinum Japan 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 International Brands Fund

The fund seeks to provide capital growth over the long-term by investing in companies from around the world with well-recognised consumer brand names (such as producers of luxury goods and consumer durables, retailers, and financial services providers).

Platinum International Health Care Fund

The fund seeks to provide capital growth over the long-term by investing in health care companies from around the world, ranging from those engaged in early exploratory research to those providing health care services directly to consumers.

Platinum International Technology Fund

The fund seeks to provide capital growth over the long-term by investing in information technology, telecommunications and electronics companies from around the world, including providers of hardware, software, services and content.

MLC Platinum Global Fund (closed to new investors)

The fund seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.