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.

Early investors in the F Class are eligible for 0.49% management fee.

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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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GLOBAL HEDGE

(Sample text only) The Plato Australian Shares Income Fund is a long-only equity income fund managed specifically for zero tax investors (pension, superannuation / smsf and charities).

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Insights

Plato launches Global Shares Income Fund (Managed Risk)

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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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Plato Australian Shares Income Fund Overview

An interview with Dr. Don Hamson, Managing Director of Plato. The interview discusses the investment strategy, philosophy and key facts behind the Plato Australian Shares Income Fund.

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Why investors should consider a global income fund for diversification.

In this interview Dr. Don Hamson discusses the benefits of portfolio diversification for retirement income and provides an overview of the Plato Global Shares Income Fund.

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Are Bank dividends the next yield trap?

Dr. Don Hamson shares his views on the sustainability of the current record payout levels for stocks on the ASX.