Plato Global Net Zero Hedge Fund

About the Fund

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 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.”

– The Association of Superannuation Funds Australia, October 2021

Why Plato?

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.

Fund Characteristics

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.

Carbon Footprint

Benchmark is the MSCI World Net Returns Unhedged Index. Inception is 1st September 2021.

Net Performance As At 30 April 2022

wdt_ID NET PERFORMANCE (%) 1 MTH % 3 MTHS % FULL HISTORY³ % INVESTMENT MINUMUM MANAGEMENT FEE

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.

Latest News & Insights

Filter

Decarbonisation roundtable discussion featuring David Allen

May 13, 2022
Dr David Allen joins an expert panel to discuss the investment opportunities surrounding decarbonisation

It’s time to assess your superannuation’s carbon footprint

February 14, 2022
Dr Don Hamson examines the carbon footprint within investment portfolios and why going 'net zero now' could be a compelling long term investment opportunity.

Livewire: 100 percent equities, zero percent carbon

February 2, 2022
Livewire covers the launch of the Plato Global Net Zero Hedge Fund and the story behind the Fund's lead portfolio manager: Dr David Allen.

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  1. Click and select the fund you wish to invest in
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  5. Separately make a secure payment from your bank account to the Trustee

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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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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)