Platinum Asset Management
Regarding Asia, it is a bit more complicated than what I indicated earlier.
They benefited from a much better market for Asia ex Japan, which performance was + 0.5 % in June (based on VAE, Vanguard ETF).
Platinum International Fund has a net exposure of 12.8 % to Asia ex Japan.
Unfortunately, this was partly offset by their exposure to Japan (net exposure of 8.3 % at the end of May).
Nikkei 225 decreased by 3.2 % in June and by an estimated 5.4 % in AUD.
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Platinum Asset Management Regarding Asia, it is a bit more...
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