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

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

Fund Assets

A$11.2m^{^}

As at 30 Apr 2025

Return

8.03% p.a.^*

since 8 Sep 2014

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

Why should I invest with Platinum?

Platinum is one of Australia’s leading investment managers in international equities.
Platinum has an independent style of investment management driven by a thematic stock picking approach. The composition of a Fund’s assets is determined largely by the availability of companies regarded as undervalued by Platinum rather than by macro-economic modelling (referred to as top-down asset allocation) or by reference to global share index weightings (referred to as benchmarking).
Platinum’s investment strategy is applied with the aim of achieving absolute returns for Investors over the long-term. This is our central endeavour. It is complemented by monthly and quarterly communications to keep Investors abreast of our perspective and portfolio positioning.
You can find out more about Platinum's approach to investing here https://www.platinum.com.au/about#approach.

Who owns Platinum?

Platinum is ultimately owned by Platinum Asset Management Limited (ABN 13 050 064 287), a company listed on the ASX (ASX ticker PTM). Staff currently own around 10% of the issued capital.

How long has Platinum been managing money?

Platinum was founded in 1994 and launched its first products in June 1994. One of the four founding members of the investment team is the current Co-Chief Investment Officer. Members of the investment team have on average been with the firm for more than nine years, while the 8 portfolio managers’ average tenure with the firm is 16 years (as at 30 September 2024).

What products does Platinum offer?

We offer a range of products with different characteristics to suit different investor needs and provide multiple ways of accessing our popular global and regional equity strategies, including Active ETFs, managed funds and listed investment companies (LICs).

Ready to Invest with Platinum?

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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

Listed Investment Companies

Buy and sell shares on the ASX
No set minimum amount to invest
Dividends may carry franking credits

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^As at 30 April 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 30 April 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.