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

Media Release: Plato Income Maximiser lists on the ASX

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The Australian: Dividend, capital fund for anxious retiress

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Article: 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 type of investors are Plato's income strategies targeting?

In this short video, Dr Don Hamson discusses why his income strategies are best aligned with low-tax investors such as pension-phase superannuation, SMSFs and charities.

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Livewire Exclusive: Two critical signs of a dividend trap

Dr Don Hamson, Managing Director of Plato Investment Management, says that if the yield looks too good to be true, then it’s probably a good sign that the dividend is not sustainable.