Plato Global Alpha PIE Fund

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About the Fund

The Plato Global Alpha PIE Fund (the ‘Fund’) is a New Zealand domiciled portfolio investment entity, which provides New Zealand investors with access to an actively managed, diversified portfolio of listed global equities. The Fund aims to outperform the MSCI World Net Total Return Index in New Zealand dollars over a rolling 5 year basis. The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle.

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 Total Return Index in New Zealand dollars
PORTFOLIO ALLOCATION1
  • The Fund’s typical long exposure is between 140% and 150%.
  • The Fund’s typical short exposure is between 40% and 50%.
  • The Fund’s typical net market exposure is 90% – 100%.
SUGGESTED MINIMUM 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
  • Estimated Performance Fee: 1.55%2
MINIMUM INVESTMENT $15,000
DISTRIBUTION Semi-annually, subject to the Fund having sufficient distributable income as at 30 June and 31 December.

1Short 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.
2To estimate the performance-based fee p.a. component of the total annual fund charges, we have used an annualised average of the performance fee earned by the Underlying Fund since inception to 31 March 2026. Actual performance fees will vary from the estimates.

Performance

View the latest Performance on FundRock's website

UNIT PRICES

View the latest Unit Price on FundRock's website
Latest News & Insights

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Plato Global Alpha’s all-weather investment strategy | 2026 Pinnacle Insights Series

February 17, 2026
Strategy and global market insights, presented by Dr David Allen at the 2026 Pinnacle Insights Series.

Your Wealth Podcast: Red flags and how to profit by avoiding them

October 22, 2025
An interview with Dr David Allen on the nabtrade Your Wealth Podcast

Trump tariffs: bluff, strategy, or economic overhaul?

February 5, 2025
Read new analysis on the stocks to watch amid global trade war uncertainty.

Invest Now

You can download a printer-friendly application form below. You will need to print and complete the form, sign and return to FundRock NZ Limited, PO Box 25003, Wellington 6140, New Zealand via post or email: contact@fundrock.com

NZ$15,000 minimum initial investment.

Fund Documents and Forms

PRODUCT DISCLOSURE STATEMENTAPPLICATION FORMADDITIONAL INVESTMENT REQUEST FORM

What are PIE funds?

The Plato Global Alpha strategy is now available to New Zealand investors in the form of a portfolio investment entity (PIE) fund.

A PIE fund is a type of New Zealand managed investment scheme that qualifies for specific tax rules under New Zealand tax legislation. Under these rules, income is attributed to investors and taxed at their prescribed investor rate (PIR).

A potential benefit of investing in a PIE fund is that tax is applied at an investor’s PIR, which is generally based on their taxable income (and PIE income) over the previous two income years. In some cases, this rate may be lower than the investor’s marginal tax rate. It is important to ensure the correct PIR is applied before investing (if you are unsure, you should seek professional advice, contact Inland Revenue, or refer to their website).

PIE tax is generally a final tax for most investors, provided the correct PIR has been used. For many individual investors, this means PIE income does not need to be included in their personal tax return. PIE funds may therefore also provide administrative benefits for New Zealand taxpayers.

Note that each investor has a unique tax position, and you should seek your own tax advice before making any investment decision. Before investing, you should read the Product Disclosure Statement and consider the investment risks.

FundRock NZ Limited (FundRock) in Wellington, New Zealand is the Manager and Issuer of the Fund, with investment management undertaken by Plato Investment Management (Plato).

*Plato does not provide tax advice and is not a registered tax agent. The information on this website does not constitute tax and/or legal advice and should not be relied upon as such. You should seek tax, legal or other professional advice before acting or relying on any information.

Contact Us

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

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All website content in respect of the the Fund is issued by FundRock as issuer and manager of the Fund and is prepared by Plato (ABN 77 120 730 136, AFSL 504616) as the investment manager of the Fund. For the Product Disclosure Statement please refer to the “Fund Documents and Forms” section of this webpage or visit https://disclose-register.companiesoffice.govt.nz/ or https://www.fundrock.com/fundrock-new-zealand/.

The information provided in this website is of a general nature only and has been prepared without taking into account your objectives, financial situation or needs. Before making an investment decision in respect of the Fund, you should consider the current Product Disclosure Statement of the Fund, and assess whether the Fund is appropriate given your objectives, financial situation or needs. If you require advice that takes into account your personal circumstances, you should consult a licensed or authorised financial adviser.

Neither FundRock nor Plato guarantees repayment of capital or any particular rate of return from the Fund. Neither FundRock nor Plato gives any representation or warranty as to the currency, reliability, completeness or accuracy of the information contained in this website. All opinions and estimates included in this website constitute judgments of Plato as at the date of website creation and are subject to change without notice. Past performance is not a reliable indicator of future performance

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

Plato (427-347 BC)