We provide a number of actively managed institutional strategies designed to provide returns over a specified benchmark.
Institutional Strategies
AUSTRALIAN SHARES TAX-EXEMPT STRATEGY
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
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
The objective is 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
The objective is 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
The Plato Global market Neutral Fund (AUT) aims to generate consistent returns with a low correlation to equity markets.
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“Good people do not need laws to tell them to act responsibly, while bad people will find a way around the laws.”
Plato (427-347 BC)
“Good people do not need laws to tell them to act responsibly, while bad people will find a way around the laws.”
Plato (427-347 BC)
