Platinum Capital
About this Fund
Fund Detail
PDS | |
FUND MANAGER | Platinum Investment Management |
ASX Code | PMC* |
APIR | |
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 |
INCEPTION DATE | |
BENCHMARK | MSCI All Country World Net Index (A$) |
FUND SIZE | MSCI All Country World Net Index (A$) |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | 70-140 |
FEES | 1.10% p.a. (ex GST) |
STRUCTURE |
Benefits
Benefits | Benefits of investing in PMC
|
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundAn 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:
Investment objectiveTo provide capital growth over the long-term by investing in undervalued companies from around the world. |
Mandate
How we invest your moneyPlatinum 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
Cash holdings
Limits on security holdings
|