WAYS TO INVEST

Platinum Partner Series

Understanding Platinum Partner Series Features Platinum Partner Series

UNDERSTANDING PLATINUM PARTNER SERIES

Platinum Partner Series

The Platinum Partner Series offers clients exclusive access to a range of high quality global fund managers.

The first partner offering is a global small cap strategy from Boston-based GW&K, a firm with US$50 billion under management and a 50-year history of investing for clients.

Over time Platinum will look to add a range of products from overseas managers across different asset classes.

FEATURES

Why Invest in the Platinum Partner Series?

Access

Exclusive access to top performing global fund managers

Minimum Investment

Minimum investment A$10,000 and NZ$10,000

NAV Pricing

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

WAYS TO INVEST

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$27.2m^{^}

As at 31 Jan 2026

Long

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PLATINUM PARTNER SERIES

The case for Global Small Caps

In this video, Michael Clare and Andrea M. Clark discuss how GW&K manage money in the global small cap asset class and why small caps are “uniquely positioned” to benefit from market shifts in Europe, Japan and the US.

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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

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^As at 31 Janaury 2026.
*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 (31 March 2025) to 31 Janaury 2026. 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.