Global Strategy
Proven track record – delivering strong absolute returns since 1994
Actively managed, diversified currency exposure
Available in both long/short and long-only strategies
Platinum’s global strategy gives investors exposure to a truly diversified portfolio of companies from around the world and across industry sectors. Investors will 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 pre-determined allocation, whether by geography, industry or by reference to index weighting.
Platinum International Fund
Platinum Global Fund (Long Only)
An Australian-registered, open-ended managed fund, the fund employs a long-only strategy that seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.
Platinum Capital Limited (ASX code: PMC)
Platinum Global Fund (mFund code: PLM01)
An Australian-registered, open-ended managed fund available on the ASX mFund platform, the fund employs a long-only strategy that seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.
Platinum International Fund (Quoted Managed Hedge Fund) (ASX code: PIXX)
Platinum Global Transition Fund (Quoted Managed Hedge Fund) (ASX code: PGTX)
PGTX seeks to provide capital growth over the long-term by investing in undervalued companies from around the world that are enabling or contributing to the transition away from fossil fuel-derived energy and goods production and consumption i.e. the carbon transition.
MLC Platinum Global Fund (closed to new investors)
Platinum Investment Bond
The Platinum Investment Bond (Bond) is an investment vehicle that offers unique tax advantages 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, 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.
Offshore Funds
Platinum Investment Management Limited (Platinum) is the investment manager or investment adviser for a number of offshore investment vehicles that are established or incorporated in countries outside of Australia. These investment vehicles cater to certain qualified investors, have not been registered for sale in Australia or New Zealand, and are not available to any person in Australia who is a retail client within the meaning of section 761G of the Corporations Act 2001 (Cth).
Information contained in this section of the website is not intended for investors in Australia or New Zealand, or for investors in any other jurisdiction in which distribution or purchase is not authorised. This information is published solely for the purposes of demonstrating Platinum’s global investment management capabilities. Nothing contained in this section of the website constitutes a solicitation, recommendation, endorsement or offer to buy or sell any securities or other financial instruments associated with these investment vehicles.
Platinum World Portfolio - International Fund
The fund is a sub-fund of Platinum World Portfolios PLC, an Irish-domiciled Undertaking for Collective Investment in Transferable Securities (UCITS) and an umbrella fund with segregated liability between sub-funds, established as an open-ended investment company with variable capital.
It seeks to provide capital growth over the long-term (generally 5 to 7 years) by investing in undervalued securities of companies located anywhere in the world.
Platinum is the investment manager.
The Platinum Master Portfolio Ltd
The fund is a master fund in a master/feeder structure comprised of three feeder funds: The Platinum Fund Limited, The Platinum Fund LLC and the Platinum US-Tax Exempt Fund.
Platinum is the investment adviser.
For more information, please contact
Optima Fund Management.
