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Showing 11 - 19 of 19 results for "Australian Shares Income Fund"

Plato fund to shutter

KANIKA SOOD  |  TUESDAY, 2 JUN 2020
... strategies launched by Plato Investment Management in 2006, prior to the launch of the flagship Australian Shares Income Fund. The fund had become a legacy product supported by just a small number of investors," a spokesperson for Pinnacle said. "Given ...

Investment Leadership Awards finalists revealed

JAMIE WILLIAMSON  |  WEDNESDAY, 22 JAN 2020
... High Conviction Fund Macquarie Australian Shares Fund Mutual 50 Leaders Australian Shares Plato Australian Shares Income Fund AUSTRALIAN EQUITIES - HIGH PERFORMANCE AB Managed Volatility Equities Allan Gray Australia Equity Fund Antares Elite Opportunities ...

Plato fund shuts down

KANIKA SOOD  |  TUESDAY, 4 JUN 2019
... Investment Management is shutting down following a decision from its responsible entity. The Plato Australian Shares Income Fund (Managed Risk) is set to close. It currently holds about $20 million in funds. The fund's responsible entity, Pinnacle Funds ...

J.P. Morgan veteran joins Plato IM

ALEX BURKE  |  FRIDAY, 9 FEB 2018
... experience to our global equities capability." Last year, Plato launched a listed vehicle based on its Australian Shares Income Fund, the Plato Income Maximiser LIC. It exceeded its $220 million target, which Financial Standard noted at the time reflected ...

Plato fund oversubscription heralds income appetite

ALEX BURKE  |  WEDNESDAY, 5 APR 2017
... allowing for a further $110 million in investor demand. The LIC is based on the firm's actively-managed Australian Shares Income Fund, which has delivered 9% income and 14% total return per annum since inception to December 31, 2016. Plato managing director ...

Plato launches income-focused LIC

JAMIE WILLIAMSON  |  FRIDAY, 10 MAR 2017
... portfolio of Australian shares focused on generating sustainable income. It is modelled on Plato's Australian Shares Income Fund, which is specifically targeted toward SMSF and pension-phase investors. The IPO is seeking to raise $220 million, allowing ...

Plato releases global managed risk fund for retirees

ALEX BURKE  |  TUESDAY, 12 APR 2016
... Managed Risk Strategy. This is the same strategy used for Plato's other managed risk fund, the Plato Australian Shares Income Fund (Managed Risk), which the firm said reduced volatility by approximately 50% since April 2014 while delivering a 9.1% net ...

Plato hires senior quant analyst from SSgA

MARK SMITH  |  TUESDAY, 10 FEB 2015
... across Plato's product suite relative to the market. Plato's zero tax income strategy, the Plato Australian Shares Income Fund, has delivered 3.7% p.a. excess return since inception (November 2010) with an information ratio of 2.5. The boutique's low ...

Retirees see silver lining of slowing mining boom

JAMES FERNYHOUGH  |  THURSDAY, 19 SEP 2013
... AMP Capital with its soon-to-be-launched Australian Equities Income Fund. This fund, like Plato's Australian Shares Income Fund, is specifically targeted at zero-tax investors.
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