Managed Funds

Annual distribution of fund income to investors

Minimum investment A$10,000 (or A$5,000 under a regular investment plan)

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

Our products under the Platinum Trust brand comprise eight unlisted Australian-registered managed funds, as well as the Platinum Global Transition Fund, offering a suite of different global, regional and sector strategies, and providing investors with exposure to diversified portfolios of companies worldwide.

Investors buy and sell units at the per-unit net asset value (NAV) of the fund (subject to the applicable buy/sell spread), not at a market price driven by supply and demand.

Platinum International Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.

Platinum Global Fund (Long Only)

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 Asia Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies in the Asia ex-Japan region.

Platinum European Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies in the European region.

Platinum Japan Fund

The fund seeks to provide capital growth over the long-term by investing in undervalued companies in Japan.

Platinum International Brands Fund

The fund seeks to provide capital growth over the long-term by investing in companies from around the world with well-recognised, as well as up-and-coming consumer brand names (such as producers of luxury goods and consumer durables, retailers, and financial services providers).

Platinum International Health Sciences Fund

The fund seeks to provide capital growth over the long-term by investing in health care companies from around the world, ranging from those engaged in early exploratory research to those providing health care services directly to consumers.

Platinum International Technology Fund

The fund seeks to provide capital growth over the long-term by investing in information technology, telecommunications and electronics companies from around the world, including providers of hardware, software, services and content.

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)

The fund seeks to provide capital growth over the long-term by investing in undervalued companies from around the world.