The continued involvement of Andrew Clifford as co-portfolio manager, alongside Clay Smolinksi, on Platinum International sees us maintain our conviction in the team, albeit we are cautious regarding the impact of cost reductions and restructuring across the broader group.
Platinum International ETF PIXX
Morningstar’s Analysis PIXX
Will PIXX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 28.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
ZTO Express (Cayman) Inc ADR | 3.68 | 229.5 Mil | Industrials |
Allfunds Group PLC | 3.51 | 218.9 Mil | Financial Services |
UBS Group AG | 3.12 | 194.0 Mil | Financial Services |
Samsung Electronics Co Ltd | 3.05 | 190.1 Mil | Technology |
Taiwan Semiconductor Manufacturing Co Ltd | 2.87 | 178.8 Mil | Technology |
UPM-Kymmene Oyj | 2.81 | 174.8 Mil | Basic Materials |
Minebea Mitsumi Inc | 2.45 | 152.4 Mil | Technology |
Airbus SE | 2.39 | 148.6 Mil | Industrials |
Beazley PLC | 2.37 | 147.4 Mil | Financial Services |
TransUnion | 2.31 | 144.1 Mil | Industrials |