Platinum Investment Bond™

Unique tax treatment

Low minimum investment

Regular Investment Plan

The Platinum Investment Bond (Bond) is an investment vehicle that offers unique tax treatment 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 through its subsidiary Lifeplan Australia Friendly Society Limited, 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 - International Fund

 

The underlying Fund primarily invests in listed securities. The Portfolio will ideally consist of 70 to 140 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 more net equity exposure.

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.