Platinum aims to provide capital growth over the long term through searching out undervalued listed and unlisted investments in Japanese and Korean companies.

Investment Strategy:

The Fund primarily invests in Japanese and Korean companies’ listed securities. These companies may list their securities on stock exchanges other than those in Japan or Korea and the Fund may invest in them. The portfolio may invest in companies not listed in Japan or Korea but where their predominant business is conducted in Japan or Korea. The portfolio ideally will consist of 50 to 100 stocks that Platinum believes to be undervalued by the market. Where undervalued stocks cannot be found funds may be invested in cash. 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. Platinum may short sell shares that it considers overvalued. Typically, the Fund’s portfolio will have 50% or more net exposure to stocks. The Fund’s portfolio is constructed in accordance with Platinum’s Investment Methodology.

Margin Lenders:

Margin Lender	LVR	Website
Bank of Queensland Margin Lending	70%	BoQ
Bendigo Bank Margin Lending	65%	Bdgo
BT Margin Lending	70%	BT
Citi Smith Barney Margin Lending	60%	Citi
Colonial Margin Lending	75%	Coln
Commonwealth Securities	75%	CSec
Leveraged Equities	70%	LevE
Macquarie Margin Loan	70%	Macq
St. George Margin Lending	70%	StG
Suncorp Margin Lending	70%	SunC

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.