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 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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Insights

Dr Peter Gardner: The benefits of managing portfolios on an after-tax basis.

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Plato Insights: Dividend Bonanza

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12.6% growth takes global dividends to $A1.8T

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Webinar: Income investing in the COVID-19 crisis

Dr Don Hamson and Dr Peter Gardner provide analysis on the impact of the COVID-19 pandemic on dividends.

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Building solutions to help retires meet their income needs.

Dr Don Hamson outlines the Plato Investment philosophy at the 2019 Pinnacle Investment Summit.

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Franking credits explained

Dr. Don Hamson explains how franking credits can help Australian retirees maximise share market income.