Platypus Australian Equities
CFM0404AU
Platypus Australian Equities CFM0404AU Strategy
The option aims to deliver strong returns over the medium to long-term by identifying high quality Australian companies with strong future growth prospects. The option adopts a 'high conviction' approach, meaning the portfolio is concentrated, holding typically between 25 and 40 stocks listed on an Australian securities exchange. The option can invest up to 100% of its assets in Australian shares, however, it generally holds up to 10% in cash and cash equivalents.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.
Funds News & Analysis
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Is there still a case for active management?
Our Active/Passive Barometer reveals the winners in fund performance.
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Listed Investment Companies monthly performance: October 2025
The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
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Chart of the Week: Where active managers outperform their passive peers
Our latest Active/Passive Barometer report.
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,894.20 | 5.90 | 0.07% |
| CAC 40 | 8,087.58 | 12.97 | 0.16% |
| DAX 40 | 23,711.62 | 0.76 | 0.00% |
| Dow JONES (US) | 47,546.45 | 71.99 | 0.15% |
| FTSE 100 | 9,699.48 | 2.32 | -0.02% |
| HKSE | 25,760.73 | 334.32 | -1.28% |
| NASDAQ | 23,341.88 | 71.79 | -0.31% |
| Nikkei 225 | 49,864.68 | 561.23 | 1.14% |
| NZX 50 Index | 13,582.54 | 79.77 | 0.59% |
| S&P 500 | 6,823.58 | 5.79 | -0.08% |
| S&P/ASX 200 | 8,595.20 | 4.90 | 0.06% |
| SSE Composite Index | 3,878.00 | 19.71 | -0.51% |