Morningstar Fund Report
Platinum International Healthcare
Performance
31 Mar 2021
Growth of $10,000

Fund: Platinum International Healthcare

Index: MSCI World Ex Australia NR AUD
Financial Year Total Returns
Jun-18 | Jun-19 | Jun-20 | Mar-21 | |
---|---|---|---|---|
Fund | 18.33 | 4.70 | 31.02 | 20.94 |
+/- Cat | -- | -- | -- | -- |
+/- Index | 2.94 | -7.25 | 25.84 | 4.31 |
Trailing Total Returns
as at 31 Mar 2021Total Return | +/- Cat | +/- Index | Cat Rank | |
---|---|---|---|---|
1 Month | 0.97 | -- | -4.12 | -- |
3 Month | 7.98 | -- | 1.65 | -- |
1 Year | 36.75 | -- | 13.20 | -- |
3 Year | 21.60 | -- | 8.43 | -- |
5 Year | 19.33 | -- | 5.67 | -- |
Risk Analysis
as at 31 Mar 20213-Year Risk Measures | Fund | Category | Index |
---|---|---|---|
Standard Deviation | 16.84 | -- | 12.16 |
Sharpe Ratio | 1.18 | -- | 1 |
R-Squared | 41.27 | -- | -- |
Beta | 0.89 | -- | -- |
Alpha | 9.2 | -- | -- |
Fund Details
Fund Inception | 05 Nov 2003 |
Responsible Entity | Platinum Investment Management Ltd |
Fund Manager | Platinum Investment Management Ltd |
Base Currency | $A |
Net Assets $Mil (as at 31 Mar 2021) |
557.04 |
Minimum Investment $ | 10,000 |
Regular Savings Plan (Yes/No) |
Yes |
Cash Distributions | Annually |
Current Investment Style
as at 28 Feb 2021

Size | Medium Style | Blend
Asset Allocation
% as at 31 Mar 2021
Domestic Equity | 9.462 |
International Equity | 73.851 |
Listed Property | 0.000 |
Unlisted Property | 0.000 |
Domestic Fixed Interest | 0.000 |
International Fixed Interest | 0.000 |
Cash | 16.687 |
Other | 0.000 |
Morningstar Sustainability Rating
Learn more
Quick Stats
as at 15 Apr 2021
APIR Code | PLA0005AU |
Legal Type | Investment Trusts |
Status | Open |
Category | Equity World Other |
Entry Price $ | 2.7239 |
Exit Price $ | 2.7157 |
Exit Price 1 Week Change $ |
-0.0460 |
Morningstar Ratings
Overall |
![]() |
3 Year | |
5 Year | |
10 Year |
Fees & Expenses
One-Time
Entry Fee/Contribution Fee | 0.00% |
Exit Fee/Withdrawal Fee | 0.00% |
Buy/Sell Spread | 0.3019 |
Annual
ICR pa (30 Jun 2020) | 1.3500 |
Max Management Fee pa![]() |
1.35% |
Max Admin Fee pa![]() |
0.00% |
Performance Fee pa (30 Jun 2020) |
-- |
Max Brokerage | 0.0000 |