A simple way to monitor all your investments in one easy place such as ASX shares, dividends, funds & more. A simple way to monitor all your investments in one easy place such as ASX shares, dividends, funds & more. For further details about Platinum or the Platinum Trust Funds, please visit www.platinum.com.au. * InvestSMART's capped Management Fee (capped at $451p.a.) and/or Morningstar Research Limited, subsidiaries of Morningstar, Inc, without reference to your objectives, financial situation or needs. Please enter your mobile number and press send to receive a text message with a verification code. does not include fees charged within any ETF held in this portfolio, estimated to be approximately 0.18% (indirect cost ratio). You now have access to Free InvestSMART Insights, we look forward to helping you on your financial journey. On 3 March 2015, the third edition of the Cross Border Distribution conference, jointly organised by Deloitte and Elvinger, Hoss & Prussen, brought again together local and international fund … Data and content is provided for personal use only. This reinvestment amount will be incorporated into the opening balance on your Annual Statement for the following financial year and will not appear as a separate transaction on your 2019/20 statement. This may not include all funds available for retail investment in Australia. The email address you entered is registered with InvestSMART. Platinum International Fund - Managed fund profile Platinum International Fund - Managed Fund . The {{ modelPortfolio.name }} portfolio has fair and transparent fees to help you keep more money in your pocket. # Performance figures are after management and admin fees excl. Historical performance is not a reliable indicator of future performance. Your final capital gain distribution will be based on the number of shares you own on the fund's record date. To obtain advice tailored to your particular circumstances, please contact a professional financial adviser. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. Established in 2002 Platinum International Limited have worked tirelessly to become the UK’s largest battery and lubricants distributor. ... 2019 A 2020 A ... , complete or timely nor will they have any liability for its use or distribution. © 2017 Morningstar. Fund: Platinum International Fund. Neither any Morningstar company nor any of their content providers guarantee the data or content contained herein to be accurate, Please untick this box when using a public or shared device. Brokerage costs are not included in this calculation. ^ Only funds and investment products included in the Morningstar Australia database are available for fee and performance comparison. June 2019 full year distribution : Distribution per unit: 8.5643 cents: Reinvestment price: $1.3813: June 2018 full year distribution : Distribution per unit: 12.8559 cents: ... Montgomery Small Companies Fund inception date is 20/09/2019. Peruvian AFP Investments in International Mutual Funds – January 2021 League Table – Assets Gathered by Distributors of Cross-Border Funds and ETFs – Chilean AFP Market – January 2021 Brazilian Mutual Fund Manager Net New Investments (NNI) Report – January 2021 Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX) Platinum Asia Fund (Quoted Managed Hedge Fund) (PAXX). Non-U.S. markets make up nearly a quarter of the world’s gross domestic product, according to the International Monetary Fund (IMF) as of 12/31/16. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. 2015. Important Legal Information: The information contained in the Institutional section of this website is not intended to constitute: any offer for sale or subscription of securities to the public in New Zealand in terms of the Securities Act 1978 of New Zealand (the 1978 Act) (or any statutory modification or re-enactment of, or statutory substitution for, the 1978 Act). Please contact Member Services on support@investsmart.com.au or 1300 880 160. Merry X-Ray acquired SourceOne Healthcare Technologies from Platinum Equity in November 2005. Our research tools allow you to search, filter and compare thousands of securities listed on the ASX. The Fund aims to provide capital growth over the long term. Email. In 2017, the pension fund cut its hedge fund allocation from 15 percent to 10 percent and boosted both the real assets and opportunistic credit buckets from 5 percent to 7.5 percent. You now have access to Intelligent Investor Free Insights. ^^ 557 Buy recommendations published by Intelligent Investor between 1 June 2001 and 30 June 2019 were independently verified by EY, as per the Recommendations Report; adjusted for franking, excludes admin and brokerage costs. A tax event may be realised as a result of switching investments. Upgrade and enjoy access to Intelligent Investor, Eureka Report, Insights, Research Tools and Portfolio Manager. brokerage and assuming dividends re-invested and no withdrawals. Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) provides a simple and convenient means for investors to gain exposure to an actively managed, truly diversified portfolio of companies from around the world and across industry sectors. Financial Year Total Returns. All rights reserved. 1994. # Performance figures are after management and admin fees excl. Get access to Insights, Tools & Portfolio Manager. Fund data sourced from Morningstar. Product disclosure statements for financial products offered through InvestSMART can be downloaded from this website or obtained by contacting 1300 880 160. Data shown on this website is sourced by Morningstar Senior Manager, Investment Products. More. Please select a quantity for at least one ticket. If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. Registration for this event is available only to Intelligent Investor members. ... 2019 A 2020 A ... , complete or timely nor will they have any liability for its use or distribution. Jun-18 Jun-19 Please contact Member Services on support@investsmart.com.au or 1300 880 160. IMPORTANT: This information is general financial product advice only and you should consider the relevant product disclosure statement (PDS) or seek professional advice before making any investment decision. Contact ASX. brokerage and assuming dividends re-invested and no withdrawals. MLC-Platinum Global Fund (closed to new investors) aims to provide capital growth over the long-term through undervalued investments around the world. Brokerage costs are not included in this calculation. Our 15 day free trial gives you full access to all our articles, CEO Interviews & Alan Kohler's Weekend Brief. The peer comparison figures have been sourced from Morningstar data and is therefore limited to the funds and investment products included in their database. Fees are calculated by Morningstar as the average over 10 years. {{ t.Cost === 0 ? Managed funds overview. For Australia-based investors, our range of traditional managed funds provide access to our three core strategies – Antipodes Global Fund – Long, Antipodes Global Fund (which permits short selling of stocks), and our Asia fund. Platinum International Fund is a unit trust incorporated in Australia. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. You are already registered for this event. Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) provides a simple and convenient means for investors to gain exposure to an actively managed, truly diversified portfolio of companies from around the world and across industry sectors. Our commitment to our customers remains consistent; to challenge ourselves everyday to find continual improvements and deliver the … We look forward to helping you build a market beating stock portfolio. We have sent you an email with the details of your registration. You should consider the product disclosure statement before making a decision about a product. Martin Dinh. Underperform the industry standard benchmarks, Please type the 5 digit verification code sent to {{user.DayPhone}}, We cannot send you a code via SMS to {{user.DayPhone}}. Increase demand for your products through expanded distribution networks, access to new customers and better visibility of investors. The fund will ideally consist of 50 to 100 securities that Platinum … For the effect of fees on your cumulative returns, please see our report How Fees Can Destroy Your Wealth. Please enter your password to proceed, You have entered an incorrect email or password. This may not include all funds available for retail investment in Australia. Index: MSCI World Ex Australia NR AUD. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. InvestSMART cannot determine whether or not franking has been included, nor if dividends have been reinvested. {{ modelPortfolio.mer * 100 | number:2 }}, {{ fund.benchmark.peers.mer * 100 | number:2 }}, Average of peers ({{ fund.benchmark.peers.peerCount }}), Market index (MSCI World Ex Australia NR AUD). Any general advice has been prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) Fiona regular speaks at international conferences and offers seminars and training to various law firms and organisations. Platinum World Portfolios - Japan Fund 31 January 2019 2016 2017 20182015 MSCI 17.9% PTWJ 27.7% Incorporation Details. complete or timely nor will they have any liability for its use or distribution. The email address you entered is registered with InvestSMART. Whilst every care has been taken in producing these numbers, InvestSMART does not guarantee the accuracy of the figures produced in the table. Platinum International Fund Platinum Asia Fund: Admitted. This may not include all funds available for retail investment in Australia. Fund Objective To provide capital growth over the long-term by investing in undervalued companies in the Asian region excluding Japan. You must accept the terms and conditions. Please make sure your payment details are up to date to continue your membership. Create a Premium account, and enjoy 15 day free trial, with unlimited access to all our research & services. Our 15 day free trial gives you full access to all our articles, recommendations & tools. Platinum International Fund (Quoted Managed Hedge Fund) (PIXX) Overview. If you are still having trouble viewing content after 10 minutes, try logging out of your account and logging back in. You should consider the advice in light of these matters and, We look forward to helping you on your financial journey. This may not include all funds available for retail investment in Australia. For more information about fees and costs, please see the Product Disclosure Statement and Investment Menu. Out of the 5,494 Australian funds researched with a 10 year track record, 81% underperform the industry standard benchmarks by an average of 2.12%, with average fees of 1.79%^. Currency is in AUD unless otherwise specified. Relative Fund Performance vs {{ fund.benchmark.peers.peerCount }} peers using {{ fund.benchmark.name }} as their benchmark. Please enter your email address below to request a new password. Platinum Equity is a private equity firm, founded by Tom Gores, with experience in acquiring assets in the lower middle market, corporate divestitures from Fortune 500 companies, complex carve-outs, public to private transactions, and more. Historical performance is not a reliable indicator of future performance. We look forward to helping you on your financial journey.