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Platinum Global Managed Fund USD
ASISA Category
USD Aggressive Allocation
Fund benchmark and risk profile
The fund will seek to outperform the US Dollar based return on the Morgan Stanley Capital international World Index over a 3 – 5 year period with reduced risk.
Risk Profile
Investment objective and investor profile
The primary investment objective of the fund is to achieve long-term capital appreciation through investment in a diversified range of global asset classes and currencies.
The typical investor would be someone who wants a managed exposure to global markets and would like a growth-oriented multi-asset fund.
Investment policy
The investment policy will emphasise the use of geographically spread equity, property and fixed interest investments to achieve its objective of providing risk adjusted returns. The Fund will be managed with an equity bias over time with an expected average equity exposure of between 65% – 75% of its assets over any rolling 3 year period.