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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GLOBAL SHARES INCOME FUND (MANAGED RISK)

A high yield Global 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.

Launched 1 March 2016.

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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.

Available to retail investors from 26 September 2016.

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Insights

Up to 300,000 part-pensioners likely to be worse off following 1 January asset test changes.

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Home bias opportunity costs. Feature article in Self-Managed Super Magazine.

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How income rescued Australian shares from a lost decade

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E-Book: Can Global Equities Satisfy retirees need for income?

Download a copy of this informative E-Book today. The information contained in the E-Book is intended for use by Financial Advisers.

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Switzer: Hunt for Yield - The Income Masterclass

In this interview, Dr Don Hamson, Managing Director of Plato Investment Management, explains how retirees can maximise income opportunities with high quality, dividend paying stocks.

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Plato Australian Shares Income Fund Overview

In this interview Dr. Don Hamson provides a detailed overview of the Plato Australian Shares Income Fund.