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WAYS TO INVEST

Platinum Global Transition Fund (Quoted Managed Hedge Fund)

The fund will be exposed to companies that are seeking to financially benefit from the carbon transition, that is, the transition away from fossil fuel-derived energy and goods production and consumption. This may include, but is not limited to, investments in areas such as energy production and transmission; energy storage; energy efficiency; transport; Scope 1, 2 and 31 emissions reduction; the circular economy2; food production; hydrocarbon substitutes; and materials, components and infrastructure used to enable the carbon transition.
Warning: PGTX may have investments in companies that currently have material fossil fuels businesses.

Investment Objective

INVESTMENT OBJECTIVE & STRATEGY

Investment Objective

The Fund aims to provide capital growth over the long-term by investing in undervalued companies from around the world that are seeking to financially benefit from the transition away from fossil fuel-derived energy and goods production and consumption i.e. the carbon transition.

Investment Strategy

PGTX portfolio will ideally consist of 25-60 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found and Platinum may short sell securities that it considers overvalued.

The key investment guidelines for PGTX are summarised below. For further details, please refer to the latest Product Disclosure Statement.

*Source: Platinum. The return is calculated using the net asset value per unit of the fund. It is net of accrued fees and costs, pre-tax, and assumes the reinvestment of distributions. Historical performance is not a reliable indicator of future performance..

UPDATES & REPORTS

Latest Fund Information

Quarterly Investment Manager's Report

June 2024

Monthly Investment Update

August 2024

Distribution & Tax Statement

June 2024

Financial Statements

June 2024

PLATINUM GLOBAL TRANSITION FUND (QUOTED MANAGED HEDGE FUND)

Unit Price & Distributions History

PLATINUM GLOBAL FUND (QUOTED MANAGED HEDGE FUND)

Fund Facts

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Name Platinum Global Transition Fund (Quoted Managed Hedge Fund)
ARSN 658 996 251
Legal Structure Unlisted, open-ended unit trust
Distribution Annually at 30 June
Minimum Investments A$10,000 or NZ$10,000
(same under regular investment plan)
Buy/Sell Spread 0.10% / 0.10% of NAV unit price
Management Costs 1.00% p.a. of NAV
For more information about fees and costs: Download Fees & Costs
Continuous Disclosure Download Continuous Disclosure

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PLATINUM GLOBAL TRANSITION FUND (QUOTED MANAGED HEDGE FUND)

Forms

These forms are intended for Australian and New Zealand residents.

If you are not a resident in Australia or New Zealand, contact us to find out whether you are eligible to invest in the fund.

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OUR TEAM

The Team Behind Your Investments

Clay Smolinski

Co-Chief Investment Officer and Co-Portfolio Manager – Global strategies

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From 'The Journal'

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1Scope 1 covers GHG emissions released to the atmosphere as a direct result of an activity or series of activities such as through manufacturing processes or production of electricity by burning coal. Scope 2 are the emissions released to the atmosphere from the indirect consumption of an energy commodity such as the use of electricity produced by the burning of coal in another facility. Scope 3 includes all GHG emissions that can occur as a consequence of an organisation’s activities (excluding Scope 2 emissions), but from sources not owned or controlled by the organisation. Examples include extraction and production of purchased materials, transportation of purchased fuels and use of sold products and services. Source: Australian Government Clean Energy Regulator.