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 INVESTMENTS

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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PLATO INCOME MAXIMISER LIMITED (ASX: PL8)

Plato Income Maximiser Limited (ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.

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IIR awarded PL8 "Recommended Plus" Research rating

Independent Investment Research ascribes Plato Income Maximiser Limited a "RECOMMENDED PLUS" rating

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Insights

Independent Investment Research Report – PL8 “Recommended Plus”

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Robbing Granny in the name of Paul?

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US Corporate tax cuts: Sifting through the “massive” hype!

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playCommsec Interview

CommSec Executive Seroes: Interview with Plato Income Maximiser Ltd

Plato Income Maximiser Ltd (PL8) Managing Director, Dr Don Hamson discusses the fund’s recent performance, the outlook for banks and the proposed changes to franking credits.

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Webinar: The end of franking credits & what are the impacts for asset classes?

Presented by Dr. Don Hamson on 10/05/2018

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Switzer TV: Interview with Dr Don Hamson

In this interview with Peter Switzer, Dr Don Hamson discusses franking credits and the impacts for asset classes, industry funds and platforms.