Global Shares Income Fund – F Class

About the Fund - F Class Units

The Plato Global Shares Income Fund is a long-only equity income fund that aims to maximise retirement income for pension phase investors and SMSFs.

OBJECTIVE
The Fund aims to provide an annual yield that exceeds the yield of the MSCI World ex Australia, Net Returns Unhedged Index after fees. The Fund also aims to outperform the benchmark.
BENCHMARK
MSCI World ex Australia, Net Returns Unhedged Index.

Portfolio Allocation

Minimum of 90% invested in global listed entities and maximum of 10% invested in cash, although the Fund is intended to be fully invested with cash and futures held for liquidity purposes and to manage cashflow and investment exposure.

UNIT PRICES AND DISTRIBUTIONS

UNIT PRICE HISTORY

Unit prices are net of fees & do not include distributions. Past performance is not a reliable indicator of future performance.

DISTRIBUTION HISTORY

CONTACT US

For any enquiry in regards to this Fund, please contact:

Pinnacle Investment
Client and Investment Services Team
T: 1300 010 311
E: distribution@pinnacleinvestment.com

SUBSCRIBE TO OUR NEWSLETTER

Subscribe to keep up to date with the latest fund
information and insights.
SUBSCRIBE

“A good decision is based on knowledge and not on numbers.”

Plato (427-347 BC)

“A good decision is based on knowledge and not on numbers.”

Plato (427-347 BC)