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More On 14369.AX

Platypus Australian Equities - Wholesale (14369.AX)

1.27 Up 0.01(0.79%) Aug 27
Prev Close:1.26
YTD Return*:6.54%
Net Assets*:129.93M
Yield*:2.79%

* As of 31-Jul-14

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

Headlines

  • No Headlines available for 14369.AX at this time.

Top Holdings

Symbol% AssetsYTD Return %
CBAUF.AX11.0013.63
WEBNF.AX7.5512.24
BHPLF.AX5.955.71
MCQEF.AX5.0120.97
WOLWF.AX4.0014.54

Fund Basics

Morningstar Overall Rating:
Total Assets:129.93M
Category:Equity Australia Large Growth
Annual Report Expense Ratio (net):NaN%

Performance & Risk

YTD Return:6.54%
5y Avg Return:10.41%
Rank in Category (ytd):41
% Rank in Category (ytd):48.81%
Beta (3y):1.06
Morningstar Risk Rating:4

Fund Summary

The fund adopts a 'high conviction' approach meaning it invests in fewer stocks, with a larger proportion of assets invested into each stock. The Fund primarily invests in companies and trusts listed or soon to be listed on the Australian Stock Exchange (ASX). Platypus selects companies and trusts that offer opportunity for above-average returns through their growth potential. The Fund typically holds between 25 to 35 stocks and can invest up to 100% of its assets in Australian shares. View More
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