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MLC Wholesale Platinum Global

Ranked 1430 out of 3325 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 : 31/08/2017 - 31/08/2018
  • Rank 1430/3325 Total Return
  • Rank 684/3325 Standard Deviation
  • Rank 73/3325 Max Drawdown
Fund Name Currency Return
1430 MostDiversifPtf Sicav Tobam AB Global Eq Fd A USD

9.3%

1430 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

9.3%

1432 DSM Capital Partners Global Growth I2 Acc USD

9.2%

1432 Valeur Intrinseque P USD

9.2%

1432 Swedbank Robur Aktiefond Pension USD

9.2%

1432 SWC (CH) EF Nachhaltigkeit Small & Mid Cap AA CHF USD

9.2%

Fund Name Currency Risk
684 Grand Cru USD

8.1

684 TD Managed Maximum Equity Growth ETF Ptfl Srs D USD

8.1

684 FUERST FUGGER Privatbank Wachstum OP USD

8.1

684 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

8.1

684 Russell Investments Global Equity Fund;S USD

8.1

Fund Name Currency Loss
71 Catalyst/MAP Global Equity Fund;A USD

-3.0%

72 Incometric Fund Albatros Acciones A EUR USD

-3.1%

73 Wellington Global Innovation USD S C Unh USD

-3.1%

73 MLC Wholesale Platinum Global

Currency exposure is hedged

Currency exposure is hedged

AUD

-3.1%

75 AGF Global Select Series MF USD

-3.1%

Total Return

Quarterly Performance

to 30/06/2018 Annual Q1 Q2 Q3 Q4
2018 -0.1% 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 size69Mn
  • Base currencyAUD
  • ISIN AU60MLC03173
  • Currency exposure is hedged

Purchase Info

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

Charges

  • Annual management0.86%
  • Initial investment0.00%

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