Investment Performance
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Investment Performance

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Performance

As at 31 Mar 2024

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Funds 1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund - C Class 3.4% 6.5% 6.5% 5.3% 11.3% 5.0% 6.9% 8.3% 11.4% 30 Apr 1995 5,919
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund - C Class 3.4% 6.5% 6.5% 5.3% 11.3% 5.0% 6.9% 8.3% 11.4% 30 Apr 1995 5,919
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 7.9% 30 Apr 1995 0
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Platinum International Fund - P Class 3.4% 6.6% 6.6% 5.6% 11.6% 5.2% 7.2% - 7.0% 3 Jul 2017 26.2
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund - P Class 3.4% 6.6% 6.6% 5.6% 11.6% 5.2% 7.2% - 7.0% 3 Jul 2017 26.2
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 7.9% 30 Apr 1995 0
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Platinum Global Fund (Long Only) - C Class 3.0% 5.7% 9.1% 10.2% 12.4% 4.6% 6.9% 9.0% 10.0% 28 Jan 2005 170.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Fund (Long Only) - C Class 3.0% 5.7% 9.1% 10.2% 12.4% 4.6% 6.9% 9.0% 10.0% 28 Jan 2005 170.6
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.7% 28 Jan 2005 0
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Platinum Global Fund (Long Only) - P Class 3.0% 5.7% 9.2% 10.4% 12.6% 4.8% 7.2% - 7.5% 3 Jul 2017 2.9
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Fund (Long Only) - P Class 3.0% 5.7% 9.2% 10.4% 12.6% 4.8% 7.2% - 7.5% 3 Jul 2017 2.9
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.7% 28 Jan 2005 0
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Platinum Asia Fund - C Class 2.6% 7.2% 4.7% 1.6% 4.1% (3.3%) 5.3% 8.4% 12.2% 4 Mar 2003 2,218.8
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Fund - C Class 2.6% 7.2% 4.7% 1.6% 4.1% (3.3%) 5.3% 8.4% 12.2% 4 Mar 2003 2,218.8
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 7.9% 8.7% 4 Mar 2003 0
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Platinum Asia Fund - P Class 2.6% 7.3% 4.8% 1.8% 4.4% (3.0%) 5.3% - 6.2% 3 Jul 2017 9.8
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Fund - P Class 2.6% 7.3% 4.8% 1.8% 4.4% (3.0%) 5.3% - 6.2% 3 Jul 2017 9.8
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 7.9% 8.7% 4 Mar 2003 0
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Platinum European Fund - C Class 0.4% 6.2% 9.6% 10.0% 12.5% 6.6% 6.4% 7.7% 10.5% 30 Jun 1998 309.2
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum European Fund - C Class 0.4% 6.2% 9.6% 10.0% 12.5% 6.6% 6.4% 7.7% 10.5% 30 Jun 1998 309.2
MSCI AC Europe Net Index in A$ 3.5% 10.1% 15.6% 17.4% 15.5% 11.0% 9.3% 7.8% 4.2% 30 Jun 1998 0
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Platinum European Fund - P Class 0.4% 6.3% 9.8% 10.3% 12.7% 6.9% 6.7% - 6.2% 3 Jul 2017 4
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum European Fund - P Class 0.4% 6.3% 9.8% 10.3% 12.7% 6.9% 6.7% - 6.2% 3 Jul 2017 4
MSCI AC Europe Net Index in A$ 3.5% 10.1% 15.6% 17.4% 15.5% 11.0% 9.3% 7.8% 4.2% 30 Jun 1998 0
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Platinum Japan Fund - C Class (2.7%) 2.9% 7.0% 9.8% 8.4% 5.0% 6.6% 10.1% 12.6% 30 Jun 1998 348.9
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Japan Fund - C Class (2.7%) 2.9% 7.0% 9.8% 8.4% 5.0% 6.6% 10.1% 12.6% 30 Jun 1998 348.9
MSCI Japan Net Index in A$ 2.8% 16.1% 18.8% 29.1% 17.1% 9.2% 9.6% 10.5% 4.1% 30 Jun 1998 0
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Platinum Japan Fund - P Class (2.7%) 2.9% 7.1% 10.1% 8.7% 5.3% 6.8% - 6.3% 3 Jul 2017 11.4
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Japan Fund - P Class (2.7%) 2.9% 7.1% 10.1% 8.7% 5.3% 6.8% - 6.3% 3 Jul 2017 11.4
MSCI Japan Net Index in A$ 2.8% 16.1% 18.8% 29.1% 17.1% 9.2% 9.6% 10.5% 4.1% 30 Jun 1998 0
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Platinum International Brands Fund - C Class (0.4%) 0.7% (3.4%) (11.1%) 4.5% (5.7%) 3.5% 7.2% 10.7% 18 May 2000 325.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Brands Fund - C Class (0.4%) 0.7% (3.4%) (11.1%) 4.5% (5.7%) 3.5% 7.2% 10.7% 18 May 2000 325.6
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 5.1% 18 May 2000 0
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Platinum International Brands Fund - P Class (0.4%) 0.8% (3.3%) (10.9%) 4.7% (5.4%) 3.7% - 5.3% 3 Jul 2017 1.7
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Brands Fund - P Class (0.4%) 0.8% (3.3%) (10.9%) 4.7% (5.4%) 3.7% - 5.3% 3 Jul 2017 1.7
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 5.1% 18 May 2000 0
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Platinum International Health Sciences Fund - C Class (0.3%) 12.4% 20.5% 27.4% 13.3% (0.6%) 8.6% 11.7% 9.7% 10 Nov 2003 410.9
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Health Sciences Fund - C Class (0.3%) 12.4% 20.5% 27.4% 13.3% (0.6%) 8.6% 11.7% 9.7% 10 Nov 2003 410.9
MSCI AC World Health Care Net Index in A$ 2.0% 12.0% 12.2% 15.8% 11.6% 12.4% 11.7% 12.7% 9.8% 10 Nov 2003 0
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Platinum International Health Sciences Fund - P Class (0.3%) 12.5% 20.7% 27.8% 13.6% (0.3%) 8.2% - 9.7% 3 Jul 2017 11.3
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Health Sciences Fund - P Class (0.3%) 12.5% 20.7% 27.8% 13.6% (0.3%) 8.2% - 9.7% 3 Jul 2017 11.3
MSCI AC World Health Care Net Index in A$ 2.0% 12.0% 12.2% 15.8% 11.6% 12.4% 11.7% 12.7% 9.8% 10 Nov 2003 0
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Platinum International Technology Fund - C Class 1.9% 15.2% 23.1% 27.1% 14.4% 7.0% 13.3% 11.9% 10.1% 18 May 2000 130.1
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Technology Fund - C Class 1.9% 15.2% 23.1% 27.1% 14.4% 7.0% 13.3% 11.9% 10.1% 18 May 2000 130.1
MSCI AC World IT Net Index in A$ 2.1% 17.2% 30.3% 44.3% 22.3% 19.4% 23.8% 22.9% 5.6% 18 May 2000 0
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Platinum International Technology Fund - P Class 1.9% 15.3% 23.3% 27.5% 14.7% 7.3% 13.6% - 12.3% 3 Jul 2017 5.7
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Technology Fund - P Class 1.9% 15.3% 23.3% 27.5% 14.7% 7.3% 13.6% - 12.3% 3 Jul 2017 5.7
MSCI AC World IT Net Index in A$ 2.1% 17.2% 30.3% 44.3% 22.3% 19.4% 23.8% 22.9% 5.6% 18 May 2000 0
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Platinum Capital Limited 2.8% 5.5% 6.1% 5.0% 9.2% 4.3% 6.3% 7.5% 11.0% 29 Jun 1994 462.1
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Capital Limited 2.8% 5.5% 6.1% 5.0% 9.2% 4.3% 6.3% 7.5% 11.0% 29 Jun 1994 462.1
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.0% 29 Jun 1994 0
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Platinum Asia Investments Limited 2.0% 6.9% 4.4% 1.6% 3.8% (3.3%) 5.2% - 6.8% 15 Sep 2015 372.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Investments Limited 2.0% 6.9% 4.4% 1.6% 3.8% (3.3%) 5.2% - 6.8% 15 Sep 2015 372.6
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 0.0% 6.8% 15 Sep 2015 0
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Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) 3.5% 6.6% 6.7% 5.6% 11.6% 5.3% 7.3% - 6.8% 12 Sep 2017 301.2
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) 3.5% 6.6% 6.7% 5.6% 11.6% 5.3% 7.3% - 6.8% 12 Sep 2017 301.2
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 0.0% 13.0% 12 Sep 2017 0
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Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX) 2.7% 7.3% 4.8% 1.9% 4.5% (2.9%) 5.4% - 5.8% 12 Sep 2017 90.8
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX) 2.7% 7.3% 4.8% 1.9% 4.5% (2.9%) 5.4% - 5.8% 12 Sep 2017 90.8
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 0.0% 5.1% 12 Sep 2017 0
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Platinum Global Transition Fund (Quoted Managed Hedge Fund) (PGTX) 5.6% 7.9% 5.6% 7.5% - - - - 7.9% 1 Jul 2022 14.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Transition Fund (Quoted Managed Hedge Fund) (PGTX) 5.6% 7.9% 5.6% 7.5% - - - - 7.9% 1 Jul 2022 14.6
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Platinum Global Fund 3.2% 5.6% 8.9% 10.7% 12.6% 5.4% 8.6% - 9.2% 8 Sep 2014 35.1
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Fund 3.2% 5.6% 8.9% 10.7% 12.6% 5.4% 8.6% - 9.2% 8 Sep 2014 35.1
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 0.0% 12.5% 8 Sep 2014 0
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MLC Platinum Global Fund 2.7% 6.2% 7.3% 10.3% 11.0% 4.5% 7.5% 8.1% 10.2% 30 Jun 1994 631.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
MLC Platinum Global Fund 2.7% 6.2% 7.3% 10.3% 11.0% 4.5% 7.5% 8.1% 10.2% 30 Jun 1994 631.6
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.0% 30 Jun 1994 0
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Platinum International Fund - C Class
3.4% 6.5% 6.5% 5.3% 11.3% 5.0% 6.9% 8.3% 11.4% 30 Apr 1995 5,919
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund - C Class 3.4% 6.5% 6.5% 5.3% 11.3% 5.0% 6.9% 8.3% 11.4% 30 Apr 1995 5,919
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 7.9% 30 Apr 1995 0
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Platinum International Fund - P Class
3.4% 6.6% 6.6% 5.6% 11.6% 5.2% 7.2% - 7.0% 3 Jul 2017 26.2
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund - P Class 3.4% 6.6% 6.6% 5.6% 11.6% 5.2% 7.2% - 7.0% 3 Jul 2017 26.2
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 7.9% 30 Apr 1995 0
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Platinum Global Fund (Long Only) - C Class
3.0% 5.7% 9.1% 10.2% 12.4% 4.6% 6.9% 9.0% 10.0% 28 Jan 2005 170.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Fund (Long Only) - C Class 3.0% 5.7% 9.1% 10.2% 12.4% 4.6% 6.9% 9.0% 10.0% 28 Jan 2005 170.6
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.7% 28 Jan 2005 0
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Platinum Global Fund (Long Only) - P Class
3.0% 5.7% 9.2% 10.4% 12.6% 4.8% 7.2% - 7.5% 3 Jul 2017 2.9
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Fund (Long Only) - P Class 3.0% 5.7% 9.2% 10.4% 12.6% 4.8% 7.2% - 7.5% 3 Jul 2017 2.9
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.7% 28 Jan 2005 0
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Platinum Asia Fund - C Class
2.6% 7.2% 4.7% 1.6% 4.1% (3.3%) 5.3% 8.4% 12.2% 4 Mar 2003 2,218.8
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Fund - C Class 2.6% 7.2% 4.7% 1.6% 4.1% (3.3%) 5.3% 8.4% 12.2% 4 Mar 2003 2,218.8
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 7.9% 8.7% 4 Mar 2003 0
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Platinum Asia Fund - P Class
2.6% 7.3% 4.8% 1.8% 4.4% (3.0%) 5.3% - 6.2% 3 Jul 2017 9.8
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Fund - P Class 2.6% 7.3% 4.8% 1.8% 4.4% (3.0%) 5.3% - 6.2% 3 Jul 2017 9.8
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 7.9% 8.7% 4 Mar 2003 0
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Platinum European Fund - C Class
0.4% 6.2% 9.6% 10.0% 12.5% 6.6% 6.4% 7.7% 10.5% 30 Jun 1998 309.2
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum European Fund - C Class 0.4% 6.2% 9.6% 10.0% 12.5% 6.6% 6.4% 7.7% 10.5% 30 Jun 1998 309.2
MSCI AC Europe Net Index in A$ 3.5% 10.1% 15.6% 17.4% 15.5% 11.0% 9.3% 7.8% 4.2% 30 Jun 1998 0
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Platinum European Fund - P Class
0.4% 6.3% 9.8% 10.3% 12.7% 6.9% 6.7% - 6.2% 3 Jul 2017 4
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum European Fund - P Class 0.4% 6.3% 9.8% 10.3% 12.7% 6.9% 6.7% - 6.2% 3 Jul 2017 4
MSCI AC Europe Net Index in A$ 3.5% 10.1% 15.6% 17.4% 15.5% 11.0% 9.3% 7.8% 4.2% 30 Jun 1998 0
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Platinum Japan Fund - C Class
(2.7%) 2.9% 7.0% 9.8% 8.4% 5.0% 6.6% 10.1% 12.6% 30 Jun 1998 348.9
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Japan Fund - C Class (2.7%) 2.9% 7.0% 9.8% 8.4% 5.0% 6.6% 10.1% 12.6% 30 Jun 1998 348.9
MSCI Japan Net Index in A$ 2.8% 16.1% 18.8% 29.1% 17.1% 9.2% 9.6% 10.5% 4.1% 30 Jun 1998 0
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Platinum Japan Fund - P Class
(2.7%) 2.9% 7.1% 10.1% 8.7% 5.3% 6.8% - 6.3% 3 Jul 2017 11.4
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Japan Fund - P Class (2.7%) 2.9% 7.1% 10.1% 8.7% 5.3% 6.8% - 6.3% 3 Jul 2017 11.4
MSCI Japan Net Index in A$ 2.8% 16.1% 18.8% 29.1% 17.1% 9.2% 9.6% 10.5% 4.1% 30 Jun 1998 0
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Platinum International Brands Fund - C Class
(0.4%) 0.7% (3.4%) (11.1%) 4.5% (5.7%) 3.5% 7.2% 10.7% 18 May 2000 325.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Brands Fund - C Class (0.4%) 0.7% (3.4%) (11.1%) 4.5% (5.7%) 3.5% 7.2% 10.7% 18 May 2000 325.6
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 5.1% 18 May 2000 0
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Platinum International Brands Fund - P Class
(0.4%) 0.8% (3.3%) (10.9%) 4.7% (5.4%) 3.7% - 5.3% 3 Jul 2017 1.7
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Brands Fund - P Class (0.4%) 0.8% (3.3%) (10.9%) 4.7% (5.4%) 3.7% - 5.3% 3 Jul 2017 1.7
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 5.1% 18 May 2000 0
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Platinum International Health Sciences Fund - C Class
(0.3%) 12.4% 20.5% 27.4% 13.3% (0.6%) 8.6% 11.7% 9.7% 10 Nov 2003 410.9
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Health Sciences Fund - C Class (0.3%) 12.4% 20.5% 27.4% 13.3% (0.6%) 8.6% 11.7% 9.7% 10 Nov 2003 410.9
MSCI AC World Health Care Net Index in A$ 2.0% 12.0% 12.2% 15.8% 11.6% 12.4% 11.7% 12.7% 9.8% 10 Nov 2003 0
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Platinum International Health Sciences Fund - P Class
(0.3%) 12.5% 20.7% 27.8% 13.6% (0.3%) 8.2% - 9.7% 3 Jul 2017 11.3
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Health Sciences Fund - P Class (0.3%) 12.5% 20.7% 27.8% 13.6% (0.3%) 8.2% - 9.7% 3 Jul 2017 11.3
MSCI AC World Health Care Net Index in A$ 2.0% 12.0% 12.2% 15.8% 11.6% 12.4% 11.7% 12.7% 9.8% 10 Nov 2003 0
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Platinum International Technology Fund - C Class
1.9% 15.2% 23.1% 27.1% 14.4% 7.0% 13.3% 11.9% 10.1% 18 May 2000 130.1
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Technology Fund - C Class 1.9% 15.2% 23.1% 27.1% 14.4% 7.0% 13.3% 11.9% 10.1% 18 May 2000 130.1
MSCI AC World IT Net Index in A$ 2.1% 17.2% 30.3% 44.3% 22.3% 19.4% 23.8% 22.9% 5.6% 18 May 2000 0
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Platinum International Technology Fund - P Class
1.9% 15.3% 23.3% 27.5% 14.7% 7.3% 13.6% - 12.3% 3 Jul 2017 5.7
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Technology Fund - P Class 1.9% 15.3% 23.3% 27.5% 14.7% 7.3% 13.6% - 12.3% 3 Jul 2017 5.7
MSCI AC World IT Net Index in A$ 2.1% 17.2% 30.3% 44.3% 22.3% 19.4% 23.8% 22.9% 5.6% 18 May 2000 0
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Platinum Capital Limited
2.8% 5.5% 6.1% 5.0% 9.2% 4.3% 6.3% 7.5% 11.0% 29 Jun 1994 462.1
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Capital Limited 2.8% 5.5% 6.1% 5.0% 9.2% 4.3% 6.3% 7.5% 11.0% 29 Jun 1994 462.1
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.0% 29 Jun 1994 0
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Platinum Asia Investments Limited
2.0% 6.9% 4.4% 1.6% 3.8% (3.3%) 5.2% - 6.8% 15 Sep 2015 372.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Investments Limited 2.0% 6.9% 4.4% 1.6% 3.8% (3.3%) 5.2% - 6.8% 15 Sep 2015 372.6
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 0.0% 6.8% 15 Sep 2015 0
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Platinum International Fund (Quoted Managed Hedge Fund) (PIXX)
3.5% 6.6% 6.7% 5.6% 11.6% 5.3% 7.3% - 6.8% 12 Sep 2017 301.2
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) 3.5% 6.6% 6.7% 5.6% 11.6% 5.3% 7.3% - 6.8% 12 Sep 2017 301.2
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 0.0% 13.0% 12 Sep 2017 0
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Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX)
2.7% 7.3% 4.8% 1.9% 4.5% (2.9%) 5.4% - 5.8% 12 Sep 2017 90.8
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX) 2.7% 7.3% 4.8% 1.9% 4.5% (2.9%) 5.4% - 5.8% 12 Sep 2017 90.8
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 0.0% 5.1% 12 Sep 2017 0
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Platinum Global Transition Fund (Quoted Managed Hedge Fund) (PGTX)
5.6% 7.9% 5.6% 7.5% - - - - 7.9% 1 Jul 2022 14.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Transition Fund (Quoted Managed Hedge Fund) (PGTX) 5.6% 7.9% 5.6% 7.5% - - - - 7.9% 1 Jul 2022 14.6
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Platinum Global Fund
3.2% 5.6% 8.9% 10.7% 12.6% 5.4% 8.6% - 9.2% 8 Sep 2014 35.1
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Global Fund 3.2% 5.6% 8.9% 10.7% 12.6% 5.4% 8.6% - 9.2% 8 Sep 2014 35.1
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 0.0% 12.5% 8 Sep 2014 0
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MLC Platinum Global Fund
2.7% 6.2% 7.3% 10.3% 11.0% 4.5% 7.5% 8.1% 10.2% 30 Jun 1994 631.6
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
MLC Platinum Global Fund 2.7% 6.2% 7.3% 10.3% 11.0% 4.5% 7.5% 8.1% 10.2% 30 Jun 1994 631.6
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 8.0% 30 Jun 1994 0
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1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date
MSCI AC World Net Index in A$ 2.9% 13.2% 18.8% 26.5% 14.6% 12.6% 12.8% 12.5% 7.9% 30 Apr 1995
MSCI AC Asia ex Japan Net Index in A$ 2.3% 7.1% 7.8% 6.8% 4.4% (1.9%) 3.7% 7.9% 8.7% 4 Mar 2003
MSCI AC Europe Net Index in A$ 3.5% 10.1% 15.6% 17.4% 15.5% 11.0% 9.3% 7.8% 4.2% 30 Jun 1998
MSCI Japan Net Index in A$ 2.8% 16.1% 18.8% 29.1% 17.1% 9.2% 9.6% 10.5% 4.1% 30 Jun 1998
MSCI AC World Health Care Net Index in A$ 2.0% 12.0% 12.2% 15.8% 11.6% 12.4% 11.7% 12.7% 9.8% 10 Nov 2003
MSCI AC World IT Net Index in A$ 2.1% 17.2% 30.3% 44.3% 22.3% 19.4% 23.8% 22.9% 5.6% 18 May 2000

US Dollar Based Funds

Funds 1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value^ (US$mil)
Platinum Fund Limited 3.4% 1.0% 7.1% 1.5% 0.9% (1.5%) 3.4% 2.7% 8.6% 31 May 1994 106.4
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Fund Limited 3.4% 1.0% 7.1% 1.5% 0.9% (1.5%) 3.4% 2.7% 8.6% 31 May 1994 106.4
MSCI AC World Net Index in US$ 3.1% 8.2% 20.1% 23.2% 6.8% 7.0% 10.9% 8.7% 7.5% 31 May 1994 0
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Platinum Japan Fund Limited (1.8%) (1.5%) 8.0% 4.4% (0.0%) (1.4%) 3.5% 4.4% 8.3% 31 Mar 1999 25.7
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Japan Fund Limited (1.8%) (1.5%) 8.0% 4.4% (0.0%) (1.4%) 3.5% 4.4% 8.3% 31 Mar 1999 25.7
MSCI Japan Net Index in US$ 3.0% 11.0% 20.1% 25.8% 9.2% 3.7% 7.8% 6.7% 3.6% 31 Mar 1999 0
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Platinum Fund Limited
3.4% 1.0% 7.1% 1.5% 0.9% (1.5%) 3.4% 2.7% 8.6% 31 May 1994 106.4
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Fund Limited 3.4% 1.0% 7.1% 1.5% 0.9% (1.5%) 3.4% 2.7% 8.6% 31 May 1994 106.4
MSCI AC World Net Index in US$ 3.1% 8.2% 20.1% 23.2% 6.8% 7.0% 10.9% 8.7% 7.5% 31 May 1994 0
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Platinum Japan Fund Limited
(1.8%) (1.5%) 8.0% 4.4% (0.0%) (1.4%) 3.5% 4.4% 8.3% 31 Mar 1999 25.7
1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date Portfolio value A$mil
Platinum Japan Fund Limited (1.8%) (1.5%) 8.0% 4.4% (0.0%) (1.4%) 3.5% 4.4% 8.3% 31 Mar 1999 25.7
MSCI Japan Net Index in US$ 3.0% 11.0% 20.1% 25.8% 9.2% 3.7% 7.8% 6.7% 3.6% 31 Mar 1999 0
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1m 3m 6m 1yr 2yr p.a. 3yr p.a. 5yr p.a. 10yr p.a. Since inception p.a. Inception date
MSCI AC World Net Index in US$ 3.1% 8.2% 20.1% 23.2% 6.8% 7.0% 10.9% 8.7% 7.5% 31 May 1994
MSCI Japan Net Index in US$ 3.0% 11.0% 20.1% 25.8% 9.2% 3.7% 7.8% 6.7% 3.6% 31 Mar 1999
Platinum Trust Funds:  C Class = standard fee class. P Class = performance fee class.
Fund returns are calculated using the net asset value (NAV) unit price (which does not include the buy/sell spread) of the stated unit class of the Fund and represent the combined income and capital returns of the stated unit class over the specified period. Fund returns are net of fees and costs, are pre-tax, and assume the reinvestment of distributions. Returns for P Class are net of any accrued investment performance fee.
PMC and PAI: The Company's returns are calculated using the Company’s pre-tax net tangible asset (NTA) backing per share (as released to the ASX monthly). Such returns are calculated after the deduction of fees and expenses, have been adjusted for taxes paid and any capital flows, and assume the reinvestment of dividends. The Company's returns have not been calculated using the Company’s share price.
PIXX, PAXX and PGTX: Fund returns are calculated using the Fund’s net asset value (NAV) unit price (which does not include the buy/sell spread) and represent the Fund’s combined income and capital returns over the specified period. Fund returns are pre-tax, assume the reinvestment of distributions, and are net of fees and costs as well as any accrued investment performance fee.
Platinum Global Fund: Fund returns are calculated using the Fund’s net asset value (NAV) unit price (which does not include the buy/sell spread) and represent the Fund’s combined income and capital returns over the specified period. Fund returns are net of fees and costs, are pre-tax, and assume the reinvestment of distributions.
MLC Platinum Global Fund: Fund returns are calculated using the Fund’s net asset value (NAV) unit price (which does not include the buy/sell spread) and represent the Fund’s combined income and capital returns over the specified period. Fund returns are net of fees and costs, are pre-tax, and assume the reinvestment of distributions.
Platinum Fund Limited and Platinum Japan Fund Limited: Investment returns reflect the change in the net asset value per share. They are net of all fees and expenses.
^ The stated portfolio value of Platinum Fund Limited reflects all of the assets within The Platinum Master Portfolio Limited, the master fund into which Platinum Fund Limited, a feeder fund, invests substantially all of its assets. The stated portfolio value of Platinum Japan Fund Limited reflects all of the assets within The Platinum Japan Master Fund Limited, the master fund into which Platinum Japan Fund Limited, a feeder fund, invests substantially all of its assets. Platinum Investment Management Limited is the Investment Adviser to both of these master funds.
All “p.a.” returns are annualised.
For the purposes of calculating the “since inception” returns of the above indices, the inception date of an AUD-based index is taken to be the same as the inception date of C Class of the relevant Platinum Trust Fund for which that particular index is used as a reference benchmark. For the MSCI AC World Net Index in A$, the inception date of C Class of the Platinum International Fund is used. 
Index returns are inclusive of official dividends, but do not reflect fees or expenses. Where applicable, the gross MSCI indices were used prior to 31 December 1998 as the net MSCI indices did not exist then. Platinum does not invest by reference to the weightings of any index or benchmark. A Fund’s or a Company’s underlying assets are chosen through Platinum’s bottom-up investment process and, as a result, the Fund’s or the Company’s holdings may vary considerably to the make-up of the Index that is used as its reference benchmark. Index returns are provided as a reference only.
The investment returns shown are historical and no warranty can be given for future performance. Historical performance is not a reliable indicator of future performance. Due to the volatility in a Fund’s or a Company’s underlying assets and other risk factors associated with investing, investment returns can be negative, particularly in the short-term.
Source: Platinum Investment Management Limited for Fund and Company returns; Rimes Technologies Corporation and FactSet for MSCI Index returns.
All data where MSCI is referenced is the property of MSCI Inc. No use or distribution of this data is permitted without the written consent of MSCI Inc. This data is provided “as is” without any warranties by MSCI Inc. MSCI Inc. assumes no liability for or in connection with this data. See Terms and Conditions for full MSCI disclaimer.
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