The Plato Australian Shares Income Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits. These investors include, but are not limited to pension phase investors, SMSFs and charities.
The investment process aims to maximise the total return including franking credits, primarily via holding stocks which pay franked dividends and participating in off-market buy-backs. The Fund has a recommended investment time-frame of 3 to 5 years.
- Over the past 12 months the Plato Australian Shares Income Fund has out-performed the ASX200 by 1.0% (to 31 January 2021) and delivered 6.5% dividend income in a year when many income funds have underperformed the index and delivered low yields.
- The latest video presentation “2021 Heralds Better Times for Retiree Income” (held February 2021) can be viewed here.