Benefits of investing in the Platypus Australian Equities Fund - Wholesale Units

The significant features and benefits of the Fund are:

• Access to an experienced team of Australian equities managers who apply in-depth research and analysis to identify high quality Australian companies with future growth prospects;

• access to a high conviction Australian equities Fund; and

• Distributions paid half-yearly

This Fund is typically suited to investors who:
• are looking to diversify the performance of their Australian equity portfolio;
• seek an opportunity for capital growth from the Australian share market over the medium-to-long term;
• feel comfortable with potential volatility in sectors of the Australian share market, or the Australian market as a whole; and
• have at least a five-year investment outlook

About the Fund

The Platypus Australian Equities Fund invests in companies and trusts listed, or soon to be listed, on the Australian Stock Exchange that offer an opportunity for above-average returns through their growth potential.

Key differentiators for the Fund are:

• True-to-label growth style
  
• High conviction approach, generally holding 25-35 stocks
  
• Exposure to small caps
  
• Enviable long-term track record.
  

The Fund aims to outperform the Benchmark (before fees and expenses) over a rolling three-year period.

Australian Unity Funds Management Limited is the Responsible Entity for the Fund.

Investment approach

Platypus is a growth style manager with a small cap bias.

Our high conviction, quality-focused approach means we invest in fewer stocks than most other Australian equity funds (generally 20-40) and have a bias towards small caps.

Using a combination of top-down macroeconomic and bottom-up company analysis, we seek to add value by identifying investment opportunities with extended growth prospects at sensible prices. Shorter-term mispricing of stocks also offers valuable opportunities to add value to the Fund.

Why invest with Platypus?

Platypus provides investors with an Australian equity portfolio with demonstrably consistent growth style characteristics and an enviable track record.

We believe that when you invest in a relatively high-risk asset class like Australian equities, you should be seeking a risk-return outcome that's significantly above the index.

Our fundamental belief is that companies should exhibit a track record of earnings and preferably dividend growth to be considered an investment proposition. We believe that share price performance over the medium to long-term is driven by consistent earnings growth; hence this is our primary focus.

How we invest your money

Investment process

1. Define Investable Universe
   
2. Idea Generation
   
3. Determine Research Agenda
   
4. Bottom-up Company Analysis
   
5. Portfolio Construction
   
6. Buy / Sell Disciplines
   
7. Continuous Assessment
   

The Fund can invest up to 100% of its assets in Australian shares, however, it generally holds up to 10% in cash and similar investments. To help achieve positive returns in an adverse environment, the Fund could move to hold up to 100% of its assets in cash and similar investments.

The Fund may gain exposure to certain assets by investing through other investment vehicles including those managed by a related entity. These investment vehicles may include investment companies, registered management investment schemes and other unregistered schemes.