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    Platypus Australian Equities - Wholesale (14369.AX)

    1.25 Down 0.01(0.79%) Sep 2
    Prev Close:1.26
    YTD Return*:10.14%
    Net Assets*:143.11M
    Yield*:2.19%

    * As of 31-Jul-15

    Quotes delayed, except where indicated otherwise. Currency in AUD.

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    Platypus Australian Equities - Wholesale (14369.AX)

    Top Holdings

    Symbol% AssetsYTD Return %
    CBAUF.AX9.27N/A
    MCQEF.AX8.64N/A
    RSMDF6.22N/A
    RMSYF.AX5.03N/A
    NAUBF.AX4.91N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:143.11M
    Category:Equity Australia Large Growth
    Annual Report Expense Ratio (net):NaN%

    Performance & Risk

    YTD Return:10.14%
    5y Avg Return:10.43%
    Rank in Category (ytd):11
    % Rank in Category (ytd):14.47%
    Beta (3y):0.90
    Morningstar Risk Rating:4

    Fund Summary

    The fund adopts a 'high conviction' approach meaning the portfolio is concentrated, holding typically between 25 and 35 stocks. The fund can invest up to 100% of its assets in Australian shares, however, it generally holds up to 10% in cash and similar investments. View More
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