PXC Advisors Dynamic Return Fund – Monthly Class
Fund update
On 14 September 2026, the Platinum International Technology Fund was renamed the PXC Advisors Dynamic Return Fund and management of the Fund transitioned to PXC Advisors Pty Ltd.
PXC Advisors Pty Ltd now provides investment recommendations for the Fund under a new investment strategy. Platinum Investment Management Limited remains the Fund’s responsible entity and continues to implement its investment decisions.
The PXC Advisors Dynamic Return Strategy is an absolute-return, global long-short strategy focused on identifying mispriced investment opportunities arising from significant business and industry inflection points through intensive bottom-up research and independent thinking.
Existing investments remain in the same registered managed investment scheme, and investors do not need to take any action solely as a result of these changes. Since 14 September 2026, the Fund has moved from daily valuations and withdrawals to monthly dealing.
A new Product Disclosure Statement took effect on 14 September 2026. It outlines the Fund’s updated investment objective and strategy, investment process, risks, fees and costs, dealing arrangements and other features. Investors should read the relevant disclosure documents before investing or deciding whether to continue holding units in the Fund.
Fund overview
Investment approach
Absolute return global long/short strategy focused on identifying mispricing arising from business or industry inflection points through fundamental bottom-up researchInvestment objective
To achieve strong, positive, risk-adjusted returns over the long termReturn objective
To deliver a net return of at least 10% p.a. to investors over the long term (5–7 years)Investment strategy and investments held
To identify companies where market expectations differ from our assessment of future earnings, with a particular focus on opportunities arising from significant business or industry inflection pointsGeography
Global, focused on liquid stocks in developed and emerging marketsBenchmark
Absolute Return strategyTimeframe
5+ yearsHoldings
Typically, 30–60 positions across longs and shortsPosition sizes
• Long: Typically, 2–10%
• Short: Typically, 1–3%
Net/gross exposure
• Maximum net exposure: 1.5x
• Maximum gross exposure: 3.0x
• Typical net long: 30–100%
• Typical gross: 100–200%
Strategy performance
How to Invest
How to invest in the PXC Advisors Dynamic Return Fund
Additional resources
Product Disclosure Statement (PDS) | Monthly Class
Target Market Determination (TMD) | Monthly Class
Additional Investment Form
Redemption Form
More on the PXC Advisors Dynamic Return Strategy
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