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Platinum Investment Bond™

Our Approach Features Our Platinum Investment Bonds™ FAQs

OUR APPROACH

Platinum Investment Bond™ at Platinum

The Platinum Investment Bond (Bond) is an investment vehicle that offers unique tax treatment. The Bond is a collaboration between Platinum Asset Management, the manager responsible for the investments of the Bond and Australian Unity through its subsidiary Lifeplan Australia Friendly Society Limited, 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.

FEATURES

Why Invest in a Platinum Investment Bond™?

Tax-effective

Unique tax treatment

Minimum Investment

Low minimum investment

Set & Forget

Regular Investment Plan

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Our Platinum Investment Bonds™

Platinum Investment Bond

Platinum Investment Bond - International Fund

Take advantage of the unique tax treatment
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

Short

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Platinum Investment Bond

Platinum Investment Bond - Asia Fund

Take advantage of the unique tax treatment
Diversified Asia ex-Japan equity portfolio of businesses benefiting from the region’s dynamic growth and transformation
Actively managed, seeking to minimise losses during market downturns using risk management techniques

Long

Short

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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 12 portfolio managers’ average tenure with the firm is 16 years (as at 30 June 2023).

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 ETMFs, managed funds and listed investment companies (LICs).