Investment Strategies

We offer a range of products with different characteristics to suit different investor needs through our popular global, regional and sector equity strategies.

Global Strategy Asia ex-Japan Strategy European Strategy Japan Strategy Sector Strategy Platinum Partner Series Strategy FAQs

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Choosing a Strategy

The strategy you choose will depend on where you wish to invest – whilst offering fully diversified products encompassing all regions and sectors, you may instead wish to invest in a particular region, say Asia, Japan or Europe, or one of our sector products such as consumer brands, health sciences and technology.

Global Strategy

Platinum’s global strategy gives investors exposure to a truly diversified portfolio of companies from around the world and across industry sectors. Investors can gain exposure to developed markets and emerging markets, to large multinationals as well as regional leaders and industry disruptors.

The positioning of our global portfolios follows wherever we believe the best individual stock opportunities lie. We do not apply a pre-determined allocation, whether by geography, industry or by reference to an index weighting.

View Our Global Funds

Asia ex-Japan Strategy

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.

View Our Asia Funds

European Strategy

Contrary to the perception that Europe is a dull, mature market with slow growth, we see Europe as offering the best of both worlds as Western Europe’s industrialised economies meet Eastern Europe’s emerging markets. The long-term, 25 years performance^{^}, of the Platinum European Fund bears witness to the opportunities on offer. From French consumer brands to Eastern European banks, from German industrials to Swiss pharmaceuticals, we believe there are plenty of gems to be found.

View Our European Fund

Japan Strategy

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 over 25 years 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.

View Our Japan Funds

Sector Strategy

Platinum offers three industry-specific strategies focusing on capturing the respective opportunities in the consumer, health care, and technology sectors worldwide.

The Platinum International Health Sciences Fund and the Platinum International Technology Fund seek to take advantage of the investment opportunities presented by the waves of innovation and disruption respectively in the fast-evolving health care industry and the IT and telecommunications industries. The Platinum International Brands Fund is focused on companies with well-recognised and up and coming consumer brand names.

View Our Sector Funds

Platinum Partner Series Strategy

The Platinum Partner Series provides our clients with exclusive access to a range of top performing global fund managers. Platinum’s role will focus on distribution of these products to our clients, while the asset management will be undertaken by external partners.

A global small cap strategy from a well-established Boston based firm will launch the Platinum Partner Series and over time we will look to add a range of products from overseas managers covering different asset classes.

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OUR TEAM

Experts Behind Your Investments

As a firm, we owe our success to the support of our clients and the dedication of our staff. Platinum today employs more than 120 professionals, and each one of us is driven by the same core mission – to look after our clients’ money ably and responsibly. This is true not only of our investment team, but is also what steers our client services and operational teams.

Our Team

FAQs

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*Past performance is not a reliable indicator of future performance. Relative returns are relative to the MSCI Japan Net Index (A$), except for prior to 31 December 1998 where the gross index was used as the net index did not exist. The inception date of the Platinum Japan Fund (C Class) was 30 June 1998.
^Past performance is not a reliable indicator of future performance. Relative returns are relative to the MSCI All Country Europe Net Index (A$), except for prior to 31 December 1998 where the gross index was used as the net index did not exist. The inception date of the Platinum European Fund (C Class) was 30 June 1998.