The goal of the Fund is to take advantage of the opportunities created by developments in information technology and telecommunications. The Fund’s portfolio will invest in companies around the world, including providers of computing, networking and telecommunications equipment, software, semi-conductors and related capital equipment providers, IT services, as well as network operators, content providers and “Internet” based businesses.

Investment Strategy:

The Fund primarily invests in technology and telecom securities listed on share markets around the world. 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. 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	45%	Bdgo
Citi Smith Barney Margin Lending	60%	Citi
Colonial Margin Lending	65%	Coln
Commonwealth Securities	65%	CSec
Macquarie Margin Loan	70%	Macq
NAB Margin Lending	50%	NAB
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.