WAYS TO INVEST

mFund

Understanding mFund Features Our mFund FAQs

UNDERSTANDING MFUND

mFund at Platinum

Operated by the ASX, the mFund Settlement Service allows access to certain unlisted managed funds through a more streamlined transaction settlement process.
The Platinum Global Fund (mFund code: PLM01) offers investors the convenient choice of buying and selling units directly via Platinum or through any mFund-participating broker. In either case, investors buy and sell units at the per-unit net asset value (NAV) of the fund (subject to a 0.15% buy/sell spread), not at a market price driven by supply and demand.

FEATURES

Why Invest in a mFund?

Ease of Entry

Invest directly via Platinum or through mFund participating brokers

Distribution

Annual distribution of fund income to investors

Intrinsic Value

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

WAYS TO INVEST

Our mFund

Platinum Global Fund

Ease of access via the ASX
Diversified global equity portfolio across industry sectors and developed and emerging markets
Actively managed, seeking to minimise losses during market downturns using risk management techniques

Long

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OUR TEAM

The Team 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.

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PLATINUM ASSET MANAGEMENT

FAQs

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Explore Ways To Invest

Managed Funds

Unit prices determined by the fund’s NAV, not investor sentiment
Annual distribution of fund income to investors
Minimum investment A$10,000 (or A$5,000 under a regular investment plan)

Active ETFs

Buy and sell units on ASX with knowledge of intra-day indicative NAV per unit
No set minimum amount to invest
Annual distribution of fund income to investors

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^As at 31 December 2025.
*Fund returns are annualised, are calculated using the fund's net asset value per unit (which does not include the buy/sell spread), and represent the fund's combined income and capital returns over the period from its inception date (8 September 2014) to 31 December 2025. Returns are net of accrued fees and costs, are pre-tax, and assume the reinvestment of distributions. 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. Source: Platinum Investment Management Limited.