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 1.9% (to 31 October 2020) and delivered 7.7% dividend income in a year when many income funds have underperformed the index and delivered low yields.
- The latest adviser webinar video presentation on investing for retirement income (held November 2020) can be viewed here.