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

RIO buy-back looks attractive, but beware the scale-back

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Plato Income Maximiser (ASX: PL8) announces first three monthly dividends

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Four things retirees should know about shares.

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playCommsec Interview

CommSec Executive Series: Interview with Plato Income Maximiser Ltd

In this interview, Dr Don Hamson Director of Plato Investment Management, discusses the recent dividend update for Plato Income Maximiser Ltd (ASX: PL8) along with a market update.

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Australian reporting season income outlook for retirees in FY18

Presented by Dr. Don Hamson on 14/09/2017

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Pinnacle Investment Summit 2017

In this 13 minute presentation from the Pinnacle Investment Summit 2017, Dr Don Hamson, Managing Director of Plato Investment Management discusses the question “who said global shares can’t deliver income?”