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MLC Wholesale Platinum Global

Ranked 520 out of 3286 in - Global over 12 months
All calculations are in AUD unless stated

Objective

Aims to provide capital growth over the long-term through searching out undervalued listed (and unlisted) investments around the world. The Fund primarily invests in listed securities that Platinum believes to be undervalued by the market. Cash may be held when undervalued securities cannot be found.Derivatives may be used for risk management purposes that is to protect the Fund’s portfolioThe Fund’s currency exposure is actively managed.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 31/05/2017 - 31/05/2018
  • Rank 520/3286 Total Return
  • Rank 651/3286 Standard Deviation
  • Rank 40/3286 Max Drawdown
Fund Name Currency Return
518 KBC Equity New Shares Cap USD

14.1%

518 Vanguard Global Equity Fund;Investor USD

14.1%

520 Lazard Global Equity Select Portfolio;Instl USD

14.1%

520 NEI Global Value Series A USD

14.1%

520 GKB (CH) Aktien Welt A USD

14.1%

520 Fidelity Funds - Inst Global Focus I-ACC-EUR USD

14.1%

520 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

14.1%

Fund Name Currency Risk
651 SC Durable Demand Equities Fund A USD

8.0

651 Danske Invest SICAV SRI Global SA Cap USD

8.0

651 SEB 1 Global C (USD) USD

8.0

651 Oppenheimer Equity Investor Fund;A USD

8.0

651 SWC (CH) IPF II EF Responsible Invest AST USD

8.0

651 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

8.0

651 Dynamic Blue Chip Equity Fund - Series A USD

8.0

Fund Name Currency Loss
38 ACPI Horizon UCITS USD USD

-2.4%

39 Nikko AM Global Equity A USD USD

-2.5%

40 Wingate Global Equity Foundation Units

Currency exposure is hedged

Currency exposure is hedged

AUD

-2.5%

40 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

-2.5%

42 Morgan Stanley Institutional Global Oppty Port;I USD

-2.6%

Total Return

Quarterly Performance

to 31/03/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1%
2017 26.2% 3.9% 6.8% 6.6% 6.7%
2016 3.5% -5.0% -0.7% 6.6% 3.0%
2015 9.3% 9.6% 1.3% -4.0% 2.6%
2014 8.2% -3.4% 3.3% 5.1% 3.2%
2013 47.6% 5.9% 14.3% 9.9% 11.0%
2012 17.0% 13.8% -8.3% 6.2% 5.5%
2011 -13.9% -0.4% -3.2% -7.7% -3.3%
2010 0.9% 2.6% -2.8% -1.0% 2.2%
2009 24.6% -4.0% 11.8% 12.3% 3.5%
2008 -16.8% -11.4% -7.5% 0.9% 0.6%
2007 3.9% 1.3% 2.3% -0.5% 0.7%
2006 8.3% 9.7% -7.5% 4.4% 2.3%
2005 21.7% -1.4% -0.2% 12.3% 10.1%
2004 14.3% 7.7% 4.7% -4.3% 6.0%
2003 26.8% -6.8% 13.7% 12.5% 6.3%
2002 -10.3% 8.7% -7.0% -13.9% 3.0%
2001 0.6% -1.3% 1.7% -9.3% 10.6%
2000 4.3% 0.8%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Australia

Fund Info

  • Launch date17/05/2000
  • Share Class size90Mn
  • Base currencyAUD
  • ISIN AU60MLC03173
  • Currency exposure is hedged

Purchase Info

  • Min. initial investment500,000
  • Min. regular additional investment0

Charges

  • Annual management0.86%
  • Initial investment0

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