Platinum Investment Bond ™

A diversified portfolio of companies from around the world and across industry sectors, the fund offers investors exposure to undervalued businesses in both developed and emerging markets.

To provide capital growth over the long-term by investing in undervalued companies from around the world.

The Fund 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. Platinum may short sell securities that it considers overvalued. The portfolio will typically have 50% or more net equity exposure.

The portfolio is constructed in accordance with Platinum’s Investment Strategy

Further information on the Fund’s investments are available on Platinum’s Monthly Updates, and Quarterly Investment Manager

Five or more years.

• Access to a manager with a proven investment philosophy and method for selecting undervalued stocks and a team of experienced investment professionals
• Exposure to an actively managed, diversified equity portfolio that seeks to minimise losses during market downturns using risk management techniques
• Actively managed currency exposures providing substantial diversification from the Australian dollar

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 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.

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. The portfolio will typically have 50% or more net equity exposure. The portfolio is constructed in accordance with Platinum’s Investment Strategy. Further information on the Fund’s investments are available on Platinum’s Monthly Updates, and Quarterly Investment Manager’s Report

Five or more years.

• Access to a manager with a proven investment philosophy and method for selecting undervalued stocks and a team of experienced investment professionals
• Exposure to actively managed, diversified equity portfolio that seeks to minimise losses during market downturns using risk management techniques
• Actively managed currency exposures providing substantial diversification from the Australian dollar