Plato Australian Shares Income Fund – A Class
A high yield Australian equity income fund managed specifically for zero tax investors (pension phase superannuation / SMSFs and charities).
Australian Shares Income Fund (Managed Risk)
A high yield equity income fund managed specifically for zero tax investors (pension phase superannuation / SMSFs and charities), combined with an active risk management process, the Milliman Managed Risk StrategyTM which seeks to stabilise portfolio volatility and defend against losses during major downturns.
Plato Global Shares Income Fund – Class A
New retail investors can now only apply for the Class A Units in the Fund, which has a management fee of 0.99% p.a. and a lower initial minimum investment amount (refer to the Class A Units PDS).
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.