Plato Investment Management

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

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

• Equity income funds
• Retirement income investing
• Managed investment solutions
• Long-short equities
• Franking credit optimization

Headquarters

HQ city

Sydney

HQ country

Australia

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. 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.
2. 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

Go-to-market motion3 records

Distribution channels4 records

Marketing channels5 records

Core 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

Named customers5 records

Segments1 record

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

One partnership is on record.

• Pinnacle Investment Management LimitedcoreStrategic or Co-development PartnerPinnacle 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

Direct 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

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plato Investment Management