 Monthly
Update
Fact Sheet
Offer Document
Financial Statements
Distribution – Tax Components
Investment objective
To provide capital growth over the long-term
through searching out undervalued listed
(and unlisted) investments in the Japanese
and Korean region.
Where is
the Fund’s money invested?
The Fund primarily invests in Japanese and Korean companies’ listed securities. 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 30 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 ‘The Funds’ Investments’ in 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 Methodology’ - refer to the PDS.
This Fund
may be suited to you if you:
 |
believe in the long term wealth creation potential of share investments |
 |
wish to achieve investment diversification by accessing Japanese and Korean share market opportunities |
 |
accept
that returns over the shorter term may
fluctuate and that returns may even be
negative |
Minimum
suggested time horizon
Five or more years
Income distribution
Annually as at 30 June. |