Platinum WP - International Fund D USD Acc

Ranked 93 out of 101 in - Global Equity Income over 12 months
All calculations are in GBP unless stated

Managed by

Andrew Clifford

Andrew Clifford joined Platinum Investment Management as a founding member in 1994 in the capacity of director and deputy chief investment officer. Previously he was a vice president of Bankers Trust Australia covering Asian equities and managing the BT Select Market Trust - Pacific Basin Fund. In May 2013, Andrew was appointed chief investment officer. Andrew was manager for the Platinum Asia Fund until December 2014 and is co-manager of the Platinum International Fund.

Clay Smolinski

Clay Smolinski joined Platinum Investment Management in January 2006 having worked as an accountant for Grant Thornton. Clay joined as an analyst with responsibility for the services sector and worked under the supervision of Toby Harrop, the European fund manager. Following the departure of Toby in May 2009, Clay assumed responsibility as the portfolio manager of the Platinum European Fund. Clay is also the sector leader for financials and services. In June 2014, Clay became portfolio manager of the Platinum Unhedged Fund and remains co-manager of the Platinum European Fund.

Objective

To provide capital growth over the long-term (generally 5 to 7 years) by investing 50% to 100% of its net asset value (at the time of investment) in undervalued securities of companies located anywhere in the world. The Fund's portfolio is expected to comprise approximately 25 to 150 securities that the investment manager believes to be undervalued. When undervalued securities cannot be identified, the Fund may invest in cash, deposits and similar instruments.

Showing fund performance in United Kingdom View performance globally

Performance

Global Equity Income over : 31/03/2018 - 31/03/2019

Total Return

Quarterly Performance

to 31/03/2019 Annual Q1 Q2 Q3 Q4
2019 7.4%
2018 -11.7% -4.1% 2.4% -2.1% -8.1%
2017 20.7% 7.2% 2.5% 5.3% 4.4%
2016 20.8% -1.3% 7.1% 10.4% 3.4%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Ireland
  2. United Kingdom

Fund Info

  • Launch date16/11/2015
  • Share Class size13Mn
  • Base currencyUSD
  • ISIN IE00BYRGQZ50

Purchase Info

  • Min. initial investment100,000
  • Min. regular additional investment0

Charges

  • Annual management1.40%

Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in the currency and currencies indicated).