STRATEGY

Platinum Partner Series Strategies

Strategy Overview Features Platinum Partner Series

STRATEGY OVERVIEW

Platinum Partner Series

The Platinum Partner Series provides our clients with exclusive access to a range of top performing global fund managers. Platinum’s role will focus on distribution of these products to our clients, while the asset management will be undertaken by external partners.

A global small cap strategy from a well-established Boston based firm will launch the Platinum Partner Series and over time we will look to add a range of products from overseas managers covering different asset classes.

FEATURES

Why Choose the Platinum Partner Series

Access

Exclusive access to top performing global fund managers

Proven Track Record

Delivering strong absolute returns since inception

Diversified

Actively managed

WAYS TO INVEST

Our Platinum Partner Series Products

Platinum Partner Series

GW&K Global Small Cap Fund

Diversified portfolio of global small cap stocks – long only
Active, bottom-up strategy seeking stocks meeting growth, quality and valuation criteria including emerging markets
Annual distribution

Fund Assets

A$25.0m^{^}

As at 31 Mar 2025

Return

0% p.a.^*

since 31 Mar 2025

Long

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Ready to Invest with Platinum?

Platinum offers a wide range of global, sector and regional products. Each of these can be accessed in a way that suits each individual investor be that active ETFs, managed funds or listed investment companies.

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WAYS TO INVEST

Explore Other Strategies

Global

Giving investors exposure to a truly diversified portfolio of companies from around the world and across industry sectors.

Asia ex-Japan

Access to not only the two most populous nations on earth, China and India, but the dynamism and growth of the rest of the Asia region.

Europe

Offering the best of both worlds; Western Europe’s industrialised economies meeting Eastern Europe’s emerging markets.

Japan

A diversified portfolio across a range of Japanese companies within a developing corporate governance environment.

Sector

Capturing the respective opportunities within Consumer Brands, Health Sciences and Technology.

*Fund returns are annualised, are calculated using the net asset value per unit (which does not include the buy/sell spread) of the fund (of C Class, in the case of the Platinum International Fund and the Platinum Global Fund Long Only), and represent the combined income and capital returns of the fund (of C Class, in the case of the Platinum International Fund and the Platinum Global Fund Long Only) over the period from the specified inception date to 31 March 2025. Returns are net of accrued fees and costs, are pre-tax, and assume the reinvestment of distributions. In the case of Platinum Capital Limited (PMC), investment returns are annualised, are calculated using PMC's pre-tax net tangible asset (NTA) backing per share (as released to the ASX), and represent PMC's combined income and capital returns over the period from PMC's portfolio inception date (as specified) to 31 March 2025. Returns are net of accrued fees and costs, and assume the reinvestment of dividends. Note that PMC's performance is not calculated based on its share price.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.