Fund Details
- The Fund aims to deliver strong returns over the medium to long-term, regardless of the performance of the broader Australian sharemarket
- Platypus has a 'high conviction' approach, meaning it invests in fewer stocks than most other Australian equity funds (generally between 25 and 35) and invests a larger amount in each stock
Who is the Investment Manager?
Platypus Asset Management (Platypus), one of our Australian equities joint venture partners.
Who should invest?
Investors who:
- Want access to an experienced team of Australian equities managers using in-depth research and analysis to select stocks with potential for solid returns
- Have a higher risk tolerance to withstand potential volatility in sectors of the sharemarket, or the market as a whole
- Will invest in the Fund for at least five years
Key benefits
- An investment designed to provide capital growth from a portfolio of Australian shares
- Access to an Australian equities manager with a long and impressive performance track record
- Half-yearly distribution payments.
Fund
| Inception Date | Fund Size at 30-Jun-2010 | Distribution Frequency | Minimum Initial Investment |
| 28-Apr-06 | $15.39m | Half Yearly | $1,000.00 |
Unit Prices
| Effective Date |
Entry Price |
Exit Price |
|
28-Jul-10 |
$0.9773 |
$0.9734 |
|
Performance
| As At |
3 mths % |
6 mths % |
1 yr % p.a |
2 yrs % p.a |
3 yrs % p.a |
5 yrs % p.a |
|
30-Jun-10 |
-13.63 |
-12.23 |
11.27 |
-5.88 |
-8.60 |
n/a |
|
Distributions
| Frequency |
Period End |
Cents Per Unit |
Reinvestment Price |
|
Half Yearly |
30-Jun-10 |
0.0830 |
$0.9222 |
|
Important Information
This product is issued by Australian Unity Funds Management Limited ABN 60 071 497 115, AFS Licence No 234454 . Information provided here is indicative only. Any prices or values shown for this product should not be assumed to be applicable to the date that you are viewing this page, and may also not reflect the actual effect of fees or expenses. In any decision, you should only rely upon the content found in the Product Disclosure Statement, which you must read, since an investment can only be processed from an application form attached to it. Any decisions relating to a financial investment should only be based upon a consideration of your overall objectives, current and anticipated situation or needs,and should not be influenced by historical data such as past performance.