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INVESTMENT PRODUCTS

Compare All Investment Options

We have created this comparison tool to help you navigate through the range of products we offer. By highlighting the key differences across our products in terms of structural characteristics (e.g. unit trust vs. company, distribution policy, treatment under taxation rules), investment strategy and guidelines (e.g. shorting, leverage, number of securities typically in the portfolio), fees, and avenues of access (e.g. directly through Platinum or via brokers on ASX), we hope this page will help you select the products best suited to your needs.

The information contained herein is general information only and is not intended to provide any person with financial product or other advice. It does not take into account any person's (or class of persons') investment objectives, financial situation or particular needs, and should not be used as the basis for making investment, financial or other decisions. The information contained in the investment strategy and guidelines section has been summarised and is not intended to be exhaustive. You should read the full product disclosure document(s) for the relevant financial product(s) before making any investment decision. We recommend that you consult a licensed or authorised financial adviser prior to making any investment decision.
^Without limiting the generality of the above disclaimer, any tax-related or legal information contained herein is general information and does not take into account your personal situation. It is not, and is not intended to constitute tax or legal advice and should not be relied upon for such purposes. We recommend that you consult a tax or legal adviser if you require advice on the tax or legal implications of investing in any of the financial products listed herein. To the extent permitted by law, no liability is accepted by any company of the Platinum Group® or their directors for any loss or damage as a result of any reliance on this information.
*Platinum Trust Funds: Fund returns are annualised, are calculated using the net asset value per unit (which does not include the buy/sell spread) of C Class of the fund and represent the combined income and capital returns of C Class over the specified period up to 30 April 2024. Returns are net of accrued fees and costs, are pre-tax, and assume the reinvestment of distributions.
PMC and PAI: Investment returns are annualised, are calculated using the company’s pre-tax net tangible asset (NTA) backing per share (as released to the ASX) and represent the combined income and capital returns of the company’s investments over the specified period up to 30 April 2024. Returns are net of accrued fees and costs, and assume the reinvestment of dividends. Note that performance is not calculated based on the company’s share price.
PIXX, PAXX and PGTX: 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 specified period up to 30 April 2024. Returns are net of accrued fees and costs, are pre-tax, and assume the reinvestment of distributions.
Platinum Global Fund: 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 specified period up to 30 April 2024. 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.
ᶲIn the case of the Platinum Trust Funds, the inception date of C Class is referenced.
#As at 30 April 2024. In the case of the Platinum Trust Funds, the funds under management are inclusive of both C Class and P Class.