Level One Spotlight – Platinum International Fund

Posted in Wealth
01/12/2017 Level One

Platinum International Fund

Most of our clients are familiar with the Platinum International Fund, as Platinum is our preferred international equity fund manager.

Whilst we directly purchase Australian shares for our client portfolio’s we utilise a specialist international manager for our overseas exposure. This is due to the many issues that need to be taken into consideration when investing overseas such as Region /Country, Sector, Currency, Specific Stock selection, as well as the execution of share trades.

There are 60 major stock exchanges in the world with a total value of $69 trillion. The Australian Share Market makes up less than 2% of Global markets! Adding international exposure to your investment portfolio provides diversification and opportunities that are not available within the Australian market.

The Platinum International Fund was first established on 30th April 1995 by Kerr Neilson and Andrew Clifford, and they still manage the fund today – some 22.5 years later. Interestingly, both Neilson and Clifford worked together for 20 years prior to this at BT where they had joint responsibility for BT’s international fund.

Over the last 22.5 years the Platinum International Fund has returned an average of 13.2% per annum each year. This is an outstanding long-term performance record, that coupled with the consistency of the management team, gives us a great level of confidence in the future of this fund.

We have summarised some of the key points about the Platinum International Fund below. If you are interested in learning more about this investment please contact our office on 02 4227 6744.


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