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Australian Equities Fund Systematic Growth Fund

Australian Equities Fund

Investment Objective

The Platypus Australian Equities Fund’s objective is to deliver a pre-fee investment return (before taxes) that outperforms the S&P/ASX300 Accumulation Index over a rolling three year period by 4% per annum.


Investment Universe

The Fund invests in companies and trusts listed or soon to be listed on the Australian Stock Exchange (ASX) that offer opportunity for above-average investment returns through their growth potential.



Performance: July

TThe Retail Units and Wholesale Units delivered 8.03% and 8.08% in total return in July, outperforming benchmark S&P/ASX 300 by 1.67% and 1.72% respectively...

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Systematic Growth Fund

Investment Objective

The Systematic Growth Fund’s objective is to out-perform the benchmark over an investment cycle, with less downside risk over a three-year period. While the performance of the fund depends on the investment environment, we aim to outperform the benchmark by 2% per annum pre-fees over a cycle.

Investment Universe

The Fund adds value through a top-down portfolio construction process, rather than stock selection. This smart beta, systematic approach provides a factor tilt towards high-quality momentum in a risk controlled manner. The Fund concentrates its investments to companies in the ASX 300.


Performance: July

The Fund increased by 6.86% in total return during July, outperforming the ASX/S&P300 Index by 0.50%...


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