Plato Global Alpha Fund

About the Fund

The Plato Global Alpha Fund (the ‘Fund’) aims to outperform the MSCI World Net Returns Unhedged Index by 4% p.a. (after fees) over the medium-long term. The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.

LATEST MONTHLY REPORTPRODUCT DISCLOSURE STATEMENTTARGET MARKET DETERMINATION (TMD)

NET PERFORMANCE SINCE INCEPTION
AS AT 31 MAY 2024

Fund returns are after applicable fees and other costs. Past performance is not a reliable indicator of future performance. Benchmark is the MSCI World Net Returns Unhedged Index. Inception is 1st September 2021.

Fund Characteristics

INVESTMENT MANAGER PLATO INVESTMENT MANAGEMENT LIMITED
INVESTMENT OBJECTIVE The Fund aims to outperform the Benchmark over a rolling 5 year basis.
BENCHMARK MSCI World Net Returns Unhedged Index
INVESTMENTS
  • Global equities 90-100%
  • Cash 0-10%
PORTFOLIO ALLOCATION*
  • The Fund’s typical long exposure is between 140% and 150%.
  • The Fund’s typical short exposure is between 40% and 50%.
  • The maximum long equity exposure is 180% and short equity exposure is 80%.
  • The Fund’s typical net market exposure is 90% – 100%.
SUITABLE INVESTOR PROFILE This product is intended for use as a core allocation for a consumer who is seeking capital growth and has a high risk and return profile for that portion of their investment portfolio. It is likely to be consistent with the financial situation and needs of a consumer with a 5-year investment timeframe and who is unlikely to need to withdraw their money on less than one week’s notice.
INVESTMENT TIMEFRAME 5+ years
RISK High
BUY/SELL SPREAD +0.30%/-0.30%
FEES
  • Management Fee 0.85% p.a. of the NAV of the Fund.
  • If applicable, a Performance Fee of 15% of the Fund’s outperformance (net of management fees), relative to its Benchmark Return, multiplied by the NAV of the Fund.
MINIMUM INVESTMENT $15,000
PROFILE RISK The Fund is willing to take higher risk in search of greater returns, and investors should be comfortable with volatility and with the higher risk of negative returns, with the greater potential to produce higher returns over the long term. Investors should aim to invest over a long period.

Please note the Plato Global Alpha Fund changed name from the Plato Global Net Zero Hedge Fund on 20 March 2023. Read more.

*Short selling forms part of the investment strategy. The Fund will take short positions (which may involve the use of derivatives and/or borrowing securities and selling them) in stocks which the Investment Manager expects to fall in value. Short selling may expose the Fund to additional risks, including the risk that gains and losses are amplified.

RATINGS

Recommended - Zenith Investment Partners1

Recommended - Lonsec Research2

Net Performance As At 31 May 2024

1Plato Global Alpha Fund. Fund returns are after applicable fees, costs and taxes. Past performance is not a reliable indicator of future performance. 2 Benchmark is the MSCI World Net Returns Unhedged Index. 3 Inception is 1st September 2021.

Please note the name of the Fund changed effective 20 March 2023. The Plato Global Alpha Fund was previously known as the Plato Global Net Zero Hedge Fund.

UNIT PRICES & 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

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PLATFORM AVAILABILITY

If the fund is not available on your preferred platform, please contact us. Please check with your platform for minimum investment requirements and fees.

  • AMP North
  • BT Panorama
  • CFS FirstWrap
  • Dash
  • HUB24
  • Macquarie Wrap
  • Netwealth
  • Powerwrap (IDPS only)
  • Praemium

APPLY ONLINE

INVEST NOW

Complete and submit an application in a quarter of the time it takes to invest via paper based application, and ensure invested sooner in the market. Investors with a verified account can top-up investments or invest in other funds in a fraction of the time.

  1. Click and select the fund you wish to invest in
  2. Complete the application form
  3. Verify your identity online (use your Drivers Licence)
  4. Submit an application
  5. Separately make a secure payment from your bank account to the Trustee

Receive live email notifications as the application is processed.
Available to Australian SMSF and self-directed investors and advisors.

Contact Us

Please contact the Pinnacle Distribution Team for further information.
T 1300 010 311
E distribution@pinnacleinvestment.com

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This communication is prepared by Plato Investment Management Limited (‘Plato’) (ABN 77 120 730 136, AFSL 504616) as the investment manager of the Plato Global Alpha Fund (ARSN 654 914 048) (‘the Fund’). Pinnacle Fund Services Limited (‘PFSL’) (ABN 29 082 494 362, AFSL 238371) is the product issuer of the Fund. PFSL is not licensed to provide financial product advice. PFSL is a wholly-owned subsidiary of the Pinnacle Investment Management Group Limited (‘Pinnacle’) (ABN 22 100 325 184). The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund are available via the links below. Any potential investor should consider the PDS and TMD before deciding whether to acquire, or continue to hold units in, the Fund.
Link to the Product Disclosure Statement
Link to the Target Market Determination
For historic TMD’s please contact Pinnacle client service Phone 1300 010 311 or Email service@pinnacleinvestment.com
This communication is for general information only. It is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice before doing so. Past performance is for illustrative purposes only and is not indicative of future performance.
Whilst Plato, PFSL and Pinnacle believe the information contained in this communication is reliable, no warranty is given as to its accuracy, reliability or completeness and persons relying on this information do so at their own risk. Subject to any liability which cannot be excluded under the relevant laws, Plato, PFSL and Pinnacle disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information. This disclaimer extends to any entity that may distribute this communication.
Any opinions and forecasts reflect the judgment and assumptions of Plato and its representatives on the basis of information available as at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future.
Unauthorised use, copying, distribution, replication, posting, transmitting, publication, display, or reproduction in whole or in part of the information contained in this communication is prohibited without obtaining prior written permission from Plato. Pinnacle and its associates may have interests in financial products and may receive fees from companies referred to during this communication.

1The Zenith Investment Partners (‘Zenith’) (ABN 27 103 132 672, AFSL 226872) rating (assigned September 2023)  referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenith website. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.

2The Lonsec Rating (Plato Global Alpha Fund assigned May 2024) presented in this document is published by Lonsec Research Pty Ltd ABN 11 151 658 561 AFSL 421 445. The Rating is limited to “General Advice” (as defined in the Corporations Act 2001 (Cth)) and based solely on consideration of the investment merits of the financial product(s). Past performance information is for illustrative purposes only and is not indicative of future performance. It is not a recommendation to purchase, sell or hold Plato product(s), and you should seek independent financial advice before investing in this product(s). The Rating is subject to change without notice and Lonsec assumes no obligation to update the relevant document(s) following publication. Lonsec receives a fee from the Fund Manager for researching the product(s) using comprehensive and objective criteria. For further information regarding Lonsec’s Ratings methodology, please refer to our website at: https://www.lonsec.com.au/investment-product-ratings/.

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

Plato (427-347 BC)