1. Plato Investment Management is an Australian owned boutique equities fund manager specialising in maximising retirement income for pension phase investors and SMSFs.
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OUR FUNDS

GLOBAL SHARES INCOME FUND

A high yield Global equity income fund managed specifically for pension phase superannuation and SMSFs.

 

 

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AUSTRALIAN SHARES INCOME FUND

A high yield Australian equity income fund managed specifically for pension phase superannuation and SMSFs.

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AUSTRALIAN SHARES INCOME FUND (MANAGED RISK)

A high yield Australian equity income fund managed specifically for pension phase superannuation and SMSFs, combined with an active risk management process, which seeks to stabilise portfolio volatility and defend against losses during major downturns.

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AUSTRALIAN SHARES CORE FUND

The Plato Australian Shares Core Fund is designed to outperform its benchmark over the market cycle. The Fund takes advantage of mispriced securities that occur as a result of various factors including market inefficiencies and behavioural biases.

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Insights

Four things retirees should know about shares.

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2017 Reporting Season Wrap: How did income fair?

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E-Book: Can global equities satisfy retirees need for income?

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Benefits of investing globally for yield

In this interview, Dr Don Hamson discusses the benefits of investing globally for yield, highlighting the need for diversification due to the high concentration risk of dividend paying stocks in Australia.

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An overview of the Plato Global Shares Income Fund

In this interview, Dr Don Hamson discusses the investment strategy, philosophy and key facts behind the Plato Global Shares Income Fund.

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Webinar: How to get high yield diversification from global equities

During this 20 minute webinar, Dr. Don Hamson and Daniel Pennell will discuss how to get high yield from global equities.