Plato Investment Management
- Company typePrivate
- Founded2007
- HeadquartersSydney, Australia
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Plato Investment Management firmographics
Firmographics- Name
- Plato Investment Management
- Legal name
- Plato Investment Management Limited
- Website
- http://www.plato.com.au/
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Plato Investment Management industry classification
Industry- Product category
- Equity Fund Management
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Plato Investment Management is headquartered
LocationHeadquarters
- HQ city
- Sydney
- HQ country
- Australia
- HQ region
- Oceania
Offices1 record
Markets served
Plato Investment Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Management Fees: Plato receives management and administration costs as remuneration for managing investment funds. These fees are set out in each financial product's PDS.
- Expense Recoveries: Plato may be entitled to recover expenses incurred on behalf of the financial product or service, as set out in the PDS.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Fees are detailed in individual fund PDS documents |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels5 records
Plato Investment Management product offering
Product offeringCore offering
Plato Investment Management is an Australian boutique equities fund manager that designs and actively manages income-focused investment strategies for retirees, SMSFs, and institutional investors. The firm runs Australian and global equity income funds, long/short global equities strategies, ASX-listed investment vehicles (PL8 LIC, PGA1 ETF, PGI2 ETF) and unlisted managed funds, with AU$20 billion in assets under management as at 30 June 2025.
Product overview
Plato Investment Management is an Australian investment management firm offering a suite of actively managed funds focused on income generation for retirees and income-seeking investors. The product portfolio includes Australian equity income funds (Plato Australian Shares Income Fund), global equity strategies (Plato Global Alpha Fund - a long/short fund), global shares income funds available as Active ETFs (ASX:PGI2), and the Plato Income Maximiser Listed Investment Company (ASX:PL8) which pays monthly dividends. The firm also offers ASX-listed ETFs (PGA1, PGI2) and a net zero carbon footprint fund. Products are distributed to individual investors, financial advisers, and institutional investors through the ASX, online portals, and Pinnacle Distribution.
Differentiator
Problem solved
Functional benefit
Brands
- Plato Australian Shares Income Fund: A long-only equity income fund managed specifically for zero tax investors who can utilise franking credits.
- Plato Global Alpha Fund
- Plato Global Shares Income Fund – Active ETF
- Plato Income Maximiser Limited (ASX:PL8)
- Plato Global Alpha Complex ETF (ASX:PGA1)
- Plato Global Net Zero Hedge Fund
Products and services
- Plato Australian Shares Income Fund A long-only equity income fund managed specifically for zero-tax investors who can utilise franking credits to maximize after-tax income.
- Plato Global Alpha Fund (including Class H, PIE Fund variant and ASX:PGA1 Complex ETF) A long/short fund that invests in global developed equities using an alpha-centric approach, aiming to outperform the MSCI World Net Returns Unhedged index. Offered across Class H, PIE Fund and ASX:PGA1 ETF wrappers for different investor types.
- Plato Global Shares Income Fund – Active ETF (ASX:PGI2) A long-only global equity income fund available as an Active ETF on the ASX, aiming to provide an annual yield exceeding that of the MSCI World ex Australia, Net Returns Unhedged Index after fees.
- Plato Income Maximiser Limited (ASX:PL8) An Australian Listed Investment Company (LIC) targeting monthly dividends, offering a diversified portfolio of Australian shares actively managed with the taxation perspectives of retirees front of mind.
- Plato Global Net Zero Hedge Fund A fund providing access to a portfolio of equities constructed with a net zero carbon footprint, aligning with responsible investing mandates.
Quantifiable outcome
- Plato Global Alpha Fund delivered 18.5% per annum after fees since inception (1 Sep 2021)
- +2 more outcomes
Companies that use Plato Investment Management
Customer profileNamed customers5 records
Segments1 record
Ideal customer profiles4 records
Plato Investment Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Plato Investment Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Pinnacle Investment Management LimitedcorePinnacle Investment Management provides distribution and responsible entity services to Plato Investment Management. Pinnacle is a growing diverse family of world-class investment management firms ('affiliates') with a focus on providing superior investment services. Pinnacle handles fund administration, registry services, and distribution while Plato manages the investment strategies.
Scale indicators3 records
Recent moves8 records
Expansion highlights5 records
Plato Investment Management competitors and assessment
Company assessmentDirect peers
- Vinva Investment Management: Australian boutique global equities manager with systematic and fundamental capabilities, focused on institutional mandates. Directly comparable in boutique global equities positioning.
- Magellan Financial Group: Australian boutique global equities fund manager (ASX:MFG) with a focus on concentrated quality-growth strategies and significant institutional and retail AUM. Highly comparable to Plato's boutique equities DNA, though Magellan is larger and globally focused rather than retirement-income focused.
- DNR Capital: Brisbane-based boutique Australian equities manager with dividend-income and concentrated strategies, also leveraging franking credits for retiree clients. Highly comparable to Plato's Australian Shares Income Fund.
- Wilson Asset Management: Australia's largest LIC manager (ASX:WAM), specializing in Australian listed investment companies and income strategies for retail and advised investors. Directly comparable to Plato's PL8 LIC and Australian income focus.
- Antipodes Partners: Sydney-based boutique global equities manager with a value-tilted long-only and long/short approach, primarily serving institutional and advised investors. Comparable to Plato's global alpha and long/short strategies.
- Airlie Funds Management: Australian boutique equities manager with both income and growth strategies, primarily serving retail and advised investors. Comparable in boutique positioning and product mix.
Broad incumbents
- Perpetual Limited: ASX-listed Australian wealth and asset manager with a broad portfolio across equities, fixed income and multi-asset, including LICs (e.g. PPT, IPA). Overlaps with Plato in Australian equities and income solutions but at materially larger scale.
- VanEck Australia: Australian arm of VanEck offering ASX-listed ETFs and LICs including quality and income strategies. Comparable via ASX-listed product set overlapping with PL8, PGA1 and PGI2.
- Insignia Financial (formerly IOOF): Large Australian wealth and platform group managing advised and SMSF retirement assets, with affiliated investment capabilities. Comparable via overlap in SMSF and retiree client segments and as a potential distribution partner/competitor.
- BetaShares: Major Australian ETF issuer (acquired by Mirae Asset) offering a broad range of ASX-listed ETFs including active and income strategies. Comparable through ASX-listed product distribution competition with PGA1/PGI2.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights6 records
Customer concentration
Plato Investment Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Plato Investment Management leadership team
Management profileNumber of profiles
Profiles5 records
Plato Investment Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Plato Investment Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Plato Investment Management
What does Plato Investment Management do?
Plato Investment Management is an Australian boutique equities fund manager that designs and actively manages income-focused investment strategies for retirees, SMSFs, and institutional investors. The firm runs Australian and global equity income funds, long/short global equities strategies, ASX-listed investment vehicles (PL8 LIC, PGA1 ETF, PGI2 ETF) and unlisted managed funds, with AU$20 billion in assets under management as at 30 June 2025.
Is Plato Investment Management a public or private company?
Plato Investment Management is a private company. It is classified as corporate owned and is currently operating.
When was Plato Investment Management founded?
Plato Investment Management was founded in 2007. It employs 1 to 10 people.
Where is Plato Investment Management based?
Plato Investment Management is headquartered in Sydney, Australia, in the Oceania region.
How does Plato Investment Management make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are expense Recoveries.
Who are Plato Investment Management's main competitors?
Direct peers on record are Vinva Investment Management, Magellan Financial Group, DNR Capital, Wilson Asset Management, Antipodes Partners and Airlie Funds Management. Broad incumbents are Perpetual Limited, VanEck Australia, Insignia Financial (formerly IOOF) and BetaShares.
Does Plato Investment Management have an API?
No public API is recorded for Plato Investment Management.
What industry is Plato Investment Management in?
Plato Investment Management's product category is Equity Fund Management. Its primary akta.pro industry code is FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.