About this Fund
|FUND MANAGER||Platinum Investment Management|
|ASSET CLASS||LISTED INVESTMENT COMPANY|
|INVESTMENT STYLE||PMC invests in an actively managed, diversified portfolio of companies from around the world and across industry sectors.|
|INVESTMENT PROFILE||PMC aims to provide capital growth over the long-term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||MSCI All Country World Net Index (A$)|
|FUND SIZE||MSCI All Country World Net Index (A$)|
|NO. OF HOLDINGS||70-140|
|FEES||1.10% p.a. (ex GST)|
Benefits of investing in PMC
About the Fund
An ASX-listed investment company, PMC offers investors an easy and convenient means of accessing an actively managed, truly diversified portfolio of companies from around the world and across industry sectors, providing exposure to undervalued businesses in both developed and emerging markets.
The Investment Manager, Platinum Investment Management Limited's investment style:
To provide capital growth over the long-term by investing in undervalued companies from around the world.
How we invest your money
Platinum Capital Limited (PMC) primarily invests in listed securities. The portfolio will ideally consist of 70 to 140 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. However, the portfolio typically has 50% or more net equity exposure. Platinum may short-sell securities and indices that it considers overvalued.
PMC's key investment guidelines are summarised below.
Net equity exposure
Limits on security holdings