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 Australian: Dividend, capital fund for anxious retiress

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Media Release: PL8 IPO exceeds $220m max, now accepting oversubscriptions

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Four things retirees should know about shares

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Dr Don Hamson on Sky News Money

In this interview, Dr Don Hamson discusses the various yield investments available in today’s market for SMSFs and retirees and outlines what’s unique about Plato’s income strategy.

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What are the investment objectives of Plato Income Maximiser Limited?

In this short video, Dr Don Hamson discusses objectives of Plato Income Maximiser Limited.

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Livewire Exclusive: Where are the best prospects for dividends?

Dr Don Hamson, Managing Director of Plato Investment Management, says the best prospects for dividends now sit with Australia’s big iron ore miners.