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.
About the Fund
Why net zero?
“In the absence of a commitment to net-zero greenhouse emissions by 2050, the superannuation industry stands to lose billions of dollars in investment returns on behalf of their members, which ultimately translates to less retirement savings.”
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.
|1||INVESTMENT MANAGER||PLATO INVESTMENT MANAGEMENT LIMITED|
|2||INVESTMENT OBJECTIVES||The Fund aims to outperform the Benchmark while maintaining a net zero carbon exposure using the calculation methodology recommended by the Task Force on Climate-related Financial Disclosures.|
|4||BENCHMARK||MSCI World Net Returns Unhedged Index|
|6||INVESTMENT TIMEFRAME||5+ years|
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 31 July 2022
|NET PERFORMANCE (%)||1 MONTH||3 MONTHS||12 MONTHS||FULL HISTORY % P.A.³|
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.
“A good decision is based on knowledge and not on numbers.”
Plato (427-347 BC)