Platinum Asia Fund
|Impressive Opportunities Abound Across Asia|
|Platinum Asia ex-Japan Market Update|
|Entrepreneurial Spirit Thriving in Asia|
|China: Time to Run or Time to be Bold?|
About this Fund
|FUND MANAGER||Platinum Asset Management|
|ASSET CLASS||GLOBAL EQUITIES|
|INVESTMENT STYLE||The Fund primarily invests in listed securities of Asian companies, ex-Japan.|
The Fund aims to provide capital growth over the long-term by investing in undervalued companies in the Asian region excluding Japan
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||MSCI All Country Asia ex Japan Net Index in $A|
|FUND SIZE||MSCI All Country Asia ex Japan Net Index in $A|
|NO. OF HOLDINGS||50-100|
|FEES||C class fee option: 1.37% p.a. of the NAV|
Benefits of investing in the Platinum Asia Fund
The Funds are not suited to Investors who:
About the Fund
A diversified portfolio of Asian (ex-Japan) companies across industry sectors, the fund offers investors exposure to undervalued businesses benefiting from the region's dynamic growth and transformation.
To provide capital growth over the long-term by investing in undervalued companies in the Asian region (excluding Japan).
The Platinum Asia Fund primarily invests in listed securities of Asian companies. The portfolio will ideally consist of 50 to 100 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 that it considers overvalued.
Why invest with Platinum?
Platinum is one of Australia's leading investment managers in international equities.
Platinum has an independent style of investment management driven by a thematic stock picking approach. The composition of a Fund's assets is determined largely by the availability of companies regarded as undervalued by Platinum rather than by macro economic modelling (referred to as top down asset allocation) or by reference to global share index weightings (referred to as benchmarking).
Platinum's investment strategy is applied with the aim of achieving absolute returns for Investors. This is our central endeavour. It is complemented by monthly and quarterly communications to keep Investors abreast of our perspective and portfolio positioning.
The Funds can be used as standâ€alone investment options for international exposure or may be used to complement the investment styles of other managers.
How we invest your money
The Fund primarily invests in listed securities of Asian companies. Asian companies may list their securities on securities exchanges other than those in Asia and the Fund may invest in those securities. The Fund may invest in companies not listed in Asia but where their predominant business is conducted in Asia. The Fund may invest in companies that benefit from exposure to the Asian economic region.
Platinum defines Asia' as all countries that occupy the eastern part of the Eurasian landmass and its adjacent islands and is separated from Europe by the Ural Mountains, and includes the Russian Far East and companies based in China, Hong Kong, Taiwan, Korea, Malaysia, Singapore, India, Thailand, Indonesia, Philippines, Sri Lanka, Pakistan and Vietnam.
The Portfolio will ideally consist of 50 to 100 securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found. Platinum may short sell securities that it considers overvalued. Refer further to Disclosure Principle 8: Short selling' on page 14 of the PDS.
The Portfolio will typically have 50% or more net equity exposure.
The Portfolio is constructed in accordance with Platinum's Investment Strategy' - refer to page 4 of the PDS.