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

The lost decade for Australian shares: but don’t forget the income!

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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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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.