Wealth accumulation, retirement
income and absolute return

Plato is an Australian Investment Management firm. Founded in Sydney, Australia in 2006, the firm currently has over US$4bn assets under management. It is a stable, research led organisation focused on client outcomes. Plato has a team of ten, consisting of highly experienced investment professionals, portfolio managers and quantitative analysts. Plato provide a number of actively managed institutional strategies designed to provide returns over a specified benchmark.

AUSTRALIAN SHARES TAX-EXEMPT STRATEGY

Aims to provide an annual gross yield (including franking) that exceeds the gross yield of the Benchmark after fees.

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Plato Australian Shares Income Strategy

Aims to provide an annual gross yield (including franking) that exceeds the gross yield of the Benchmark after fees. The Fund also aims to outperform the Benchmark after fees.

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PLATO AUSTRALIAN SHARES LOW VOLATILITY STRATEGY

Aims to provide total risk 15% lower than the market on average and total returns of 3% p.a. higher than the benchmark over rolling 3 year periods.

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PLATO GLOBAL SHARES INCOME STRATEGY

Aims to provide an annual yield that exceeds the yield of the MSCI World ex Australia, Net Returns Unhedged before fees and taxes. The strategy also aims to outperform its benchmark.

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PLATO GLOBAL MARKET NEUTRAL STRATEGY

Aims to generate consistent returns with a low correlation to equity markets.

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“A hero is born among a hundred, a wise man is found among a thousand, but an accomplished one might not be found even among a hundred thousand men.”

Plato (427-347 BC)

“A hero is born among a hundred, a wise man is found among a thousand, but an accomplished one might not be found even among a hundred thousand men.”

Plato (427-347 BC)