Introducing The Plato Global Net Zero Hedge Fund

Why wait till 2050 when you can reduce your investment’s carbon footprint to zero now.

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Investment Opportunities

We are specialists in building solutions for retirees and other low-tax investors seeking to generate higher levels of income. Our strategies encompass global and Australian equities.

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Promoting Gender Diversity in Finance

With the aim of encouraging more women to join the financial services industry, Plato sponsors three scholarships each year for women studying finance.

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Think income. Think Plato.

Plato Australian Shares Income Fund

The Plato Australian Shares Income Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.

EXPLORE FUND

Plato Income Maximiser (ASX:PL8)

Plato Income Maximiser is the first and only Australian Listed Investment Company (accessible on the ASX) aiming to pay monthly dividends. A diversified portfolio of Australian shares is actively managed with the taxation perspectives or retirees front of mind.

EXPLORE FUND

Plato Global Shares Income Fund

The Plato Global Shares Income Fund is a long-only equity income fund that aims to provide an annual yield exceeding that of the MSCI World ex Australia, Net Returns Unhedged Index after fees.

EXPLORE FUND

ADVISER RESOURCES

Find the latest market updates & portfolio insights news and useful investment forms and documents.

LATEST INSIGHTS

FORMS AND DOCUMENTS

Retirement investing and income specialists

Plato Investment Management is an Australian-owned boutique fund manager. Our investment strategies are tailored to maximise income for pension phase investors and SMSFs.

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