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Platypus Australian Equities Fund (14369.AX)

YHD - YHD Delayed Price. Currency in AUD
1.2100-0.0300 (-2.42%)
At close: 06:07PM EDT

Platypus Australian Equities Fund

Level 14

114 Albert Road

Management Information
Donald Williams,Lead Manager since April 27, 2006
Donald Williams has more than 12 years experience in international financial markets, in trading, research and funds management. At Platypus, he is responsible for portfolio construction, management and review, including risk analysis of stocks and company research functions. Before establishing Platypus in 1998, Donald was with Credit Suisse First Boston in proprietary trading, with responsibility for research and running a trading book in equities and commodities. Donald holds a Bachelor of Agricultural Economics from Sydney University and is an affiliate of the Securities Institute of Australia.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryEquity Australia Large Growth
Fund FamilyAustralian Unity Limited
Net Assets137.44M
YTD Return-4.03%
Yield0.62%
Morningstar Rating★★★★
Inception DateApr 27, 2006

Fund Operations

Last Dividend0.00
Last Cap Gain0.00
Holdings Turnover106.50%
Average for CategoryN/A

Fees & Expenses

Expense14369.AXCategory Average
Annual Report Expense Ratio (net)0.00%0.00%
Prospectus Net Expense Ratio0.00%N/A
Prospectus Gross Expense Ratio0.00%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales Load0.00%N/A
Max Deferred Sales LoadN/AN/A
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A