A high yield Australian equity income fund managed specifically for zero tax investors (pension phase superannuation / SMSFs and charities).

The Plato Australian Shares Core Fund is designed to outperform its benchmark over the market cycle. The Fund takes advantage of mispriced securities that occur as a result of various factors including market inefficiencies and behavioural biases.

New retail investors can now only apply for the Class A Units in the Fund, which has a management fee of 0.99% p.a. and a lower initial minimum investment amount (refer to the Class A Units PDS).

The Plato Global market Neutral Fund (AUT) aims to generate consistent returns with a low correlation to equity markets. The Fund invests solely in the Plato Global Market Neutral UCITS fund which takes long and short positions in global equity securities. The fund manager employs a bottom-up, fundamental approach, investing across some 30 countries, and 25 industries.

Plato Global Market Neutral Fund – UCITS is managed by Plato Investment Management Limited. The Fund is an open-ended sub-fund of Pinnacle ICAV (the ICAV) an Irish collective asset-management vehicle umbrella fund with segregated liability between sub-funds which is registered in Ireland by the Central Bank of Ireland.