Platinum Japan Fund
Exciting Times for Japanese Equities |
The Zeitgeist is Changing in Japan |
Japan in the First Innings of a Digital Shift |
Japan Dominating Highly Profitable Niches |
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/33-2024-03-19-02:36.pdf |
FUND MANAGER | Platinum Asset Management |
ASX Code | |
APIR | PLA0003AU |
ASSET CLASS | GLOBAL EQUITIES |
INVESTMENT STYLE | The Fund primarily invests in listed securities of Japanese and Korean companies. |
INVESTMENT PROFILE | The Fund aims to provide capital growth over the long-term. |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 30-06-1998 |
BENCHMARK | MSCI Japan Net Index in $A |
FUND SIZE | MSCI Japan Net Index in $A |
DISTRIBUTION FREQUENCY | Yearly |
NO. OF HOLDINGS | 40-80 |
FEES | C class fee option: 1.38% p.a. of the NAV |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Platinum Japan Fund
Investor suitabilityThe Funds are not suited to Investors who:
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RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundA diversified portfolio of Japanese and Korean companies, the fund offers investors exposure to undervalued businesses across a variety of industry sectors. Investment objectiveTo provide capital growth over the long-term by investing in undervalued companies in the Japanese and Korean region. Investment StrategyThe Platinum Japan Fund primarily invests in listed securities of Japanese and Korean companies. The portfolio will ideally consist of 40 to 80 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. |
Mandate
How we invest your moneyThe Fund primarily invests in listed securities of Japanese and Korean companies. These companies may list their securities on exchanges other than those in Japan or Korea and the Fund may invest in them. The Fund may invest in companies not listed in Japan or Korea, but where their predominant business is conducted in Japan or Korea. The Portfolio will ideally consist of 40 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 proportion of Korean securities in the Portfolio will be limited to a maximum of 25% of the value of the Portfolio, at the time of investment. The Portfolio is constructed in accordance with Platinum's Investment Strategy' - refer to page 4 of the PDS. |