Platypus Australian Equities Fund
The fund invests in companies and trusts listed, or soon to be listed, on the Australian Stock Exchange that offer an opportunity for above-average returns through their growth potential.
The Platypus Australian Equities Fund is a concentrated, high conviction Australian equities portfolio with an enviable record of performance. It aims to deliver strong returns over the medium to long term by identifying high quality Australian companies with strong future growth prospects.
The Platypus Australian Equities Fund invests in companies and trusts listed, or soon to be listed, on the Australian Stock Exchange that offer an opportunity for above-average returns through their growth potential.
Key differentiators for the Fund are:
- True-to-label growth style
- High conviction approach, generally holding 25-35 stocks
- Exposure to small caps
- Fundamental ESG analysis
- Active engagement agenda to drive change across holdings
- Enviable long-term track record.
The Fund aims to outperform the S&P/ASX 300 Accumulation Index (before fees and expenses) over a rolling three-year rolling period.
Platypus is a growth style manager with a small cap bias.
Using a combination of top-down macroeconomic and bottom-up company analysis, we seek to add value by identifying investment opportunities with extended growth prospects at sensible prices. Shorter-term mispricing of stocks also offers valuable opportunities to add value to the Fund.
The Fund aims to deliver strong returns over the medium to long term by identifying high quality Australian companies with strong future growth prospects.
The Fund adopts a ‘high conviction’ approach meaning the portfolio is concentrated, holding typically between 25 and 40 stocks listed on an Australian securities exchange.
The Fund can invest up to 100% of its assets in Australian shares, however, it generally holds up to 10% in cash and cash equivalents.
To help achieve positive returns in an adverse environment, the Fund could move to hold up to 20% of its assets in cash and cash equivalents.
Platypus provides investors with an Australian equity portfolio with demonstrably consistent growth style characteristics and an enviable track record.
We believe that when you invest in a relatively high-risk asset class like Australian equities, you should be seeking a risk-return outcome that’s significantly above the index.
Our fundamental belief is that companies should exhibit a track record of earnings and preferably dividend growth to be considered an investment proposition. We believe that share price performance over the medium to long-term is driven by consistent earnings growth; hence this is our primary focus.
Click here for our Fund Performance.
Units in this Fund are issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454. Information provided here is general information only and current at the time of publication and does not take into account your objectives, financial situation or needs. In deciding whether to acquire, hold or dispose of the product you should obtain a copy of the Product Disclosure Statement which is made available on this website and seek professional financial and taxation advice. This information is intended for recipients in Australia only. Past performance is not a reliable indicator of future performance.
Platypus Asset Management is a specialist true to label Australian equities growth manager.
The company has been operating since 1997. In 2006, Platypus began operating under a 50% joint venture partnership with Australian Unity.
“Our focus is to generate superior adjusted returns for investors. We believe that the risk-return offered by the Australian equity market can be improved by utilising skilfully applied active management.”
Gary has over 33 years’ experience in financial markets.
Prior to joining Platypus in 2003 he worked privately, advising high net worth individuals in regard to global portfolio investment.
Until year 2000 Gary spent seven years with Credit Suisse First Boston, the latter four years as Director, Head of Foreign Exchange distribution for Non-Japanese Asia, Australia and NZ.
At Platypus Gary’s role encompasses growth of funds under management and institutional client relationships.
Gary is a graduate of the Australian Institute of Company Directors.
Prior to joining Platypus in February 2008 Prasad was the Chief Investment Officer with Audant Investments Pty Ltd, joining that company in 2001.
The role carried executive responsibility for the performance of all asset classes for the Whyte Family Office including listed equities, alternative investments, property, operating businesses and private equity investments.
Prasad’s career commenced in India in 1995 as General Manager for PNH Alloys Pty Limited. Prasad holds a Bachelor of Commerce from Bombay University, is a Graduate Member of the Institute of Cost and Works Accountants of India and holds an MBA from the Australian Graduate School of Management, Sydney.
Jelena joined Platypus in October 2008 from Deloitte where she worked in Corporate Finance as a Valuations Senior Analyst; Jelena had been with Deloitte since 2005.
In this role Jelena was involved in various industry and company valuation projects and the provision of supporting research reports. Prior to this Jelena worked in Deloitte’s Pricing and Economics Group, where she was involved in assessing international related party transactions, debt pricing, and the preparation of supporting research reports.
Jelena holds a Bachelor of Economics from the University of Sydney and a Graduate Diploma of Tax Law the University of Sydney.
Relevant Documents
You should read the PDS, TMD (if applicable) or any Investment Memorandum (or other offer documents) related to this product before making an investment decision. These documents (if available) can be found at https://www.platypusassetmanagement.com.au/, or if this is a "wholesale investor only" investment, can be viewed by contacting the Product Issuer identified on the aforementioned website.
Statutory Statement
The issuer of this product is identified at the top of this page. The PDS and target market determination for the product are available in the Documents section of this listing. Prospective investors should consider the PDS before deciding to acquire the product. This product listing was vetted by and approved by the product issuer identified above before publishing. Investment Markets (Aust) Pty Ltd AFSL 527875 (IM) is not the issuer of the product.
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