The Plato Global Net Zero Hedge Fund (the ‘Fund’) is a long-short global shares fund. The Fund’s key feature is holding a portfolio of equities with a net zero carbon intensity and net zero carbon footprint, whilst not compromising its aim of outperforming the MSCI World Net Returns Unhedged Index.
Why Should You Consider Decarbonising Your Portfolio?
We believe we shouldn’t wait for 2050. You can reduce your investment’s carbon footprint to zero now.
Plato is an award winning investment manager committed to improving the environment. Plato has a 6 year proven track record in managing low carbon portfolios.
The Fund has received a 1st Quartile - Evergreen Responsible Investment Grading Index (ERIG) ranking from Evergreen Research.1
This Fund is likely to be appropriate for a consumer seeking capital growth to be used as a small allocation
within a portfolio where the consumer has a minimum investment timeframe of 5 years, and a high
risk/return profile. View the Target Market Determination (TMD).
Net Performance Since Inception
Fund returns are after applicable fees, costs and taxes. Past performance is not a reliable indicator of future performance. Benchmark is the MSCI World Net Returns Unhedged Index. Inception is 1st September 2021.
Benchmark is the MSCI World Net Returns Unhedged Index. Inception is 1st September 2021.
Net Performance As At 30 June 2022
|NET PERFORMANCE (%)||1 MONTH||3 MONTHS||FULL HISTORY³|
1Plato Global Net Zero Hedge 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.
Disclaimer and disclosure
All website content in respect of the Plato Global Net Zero Hedge Fund (ARSN 654 914 048) (the Fund) is issued by Pinnacle Fund Services Limited ABN 29 082 494 362 AFSL 238 371 (“PFSL”) as responsible entity of the Fund and is prepared by Plato Investment Management Limited (ABN 77 120 730 136) (AFSL 504616) (“ Plato”) as the investment manager of the Fund. PFSL is not licensed to provide financial product advice.
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 (PDS) and Target Market Determination (‘TMD’) of the Fund and the Fund’s other periodic and continuous disclosure announcements lodged with the ASX, which are available at www.asx.com.au, 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 PFSL nor Plato guarantees repayment of capital or any particular rate of return from the Fund. Neither PFSL 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.
1Evergreen Research Pty Ltd trading as ERIG Index ABN 17 647 506 590 is AuthorisedRepresentative 001289533 of Evergreen Fund Managers Pty Ltd ABN 75 602 703 202AFSL 486275. The material is for the information purposes of non-retail clients only.It is not, and is not to be construed as, advice or a recommendation to acquire, holdor dispose of financial products or to use financial services. The ERIG Indexmeasures only the Responsible Investment capabilities of funds. It does not assessthe performance or other features of the funds.
“A good decision is based on knowledge and not on numbers.”
Plato (427-347 BC)