Plato Australian Alpha A - Managed Fund (Closed)

Fund Objective

The Fund aims to outperform the Benchmark over a rolling 5 year basis.

Fund Strategy

The Fund aims to outperform the Benchmark over a rolling 5 year basis.

Fund Performance Comparison

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Peers

Benchmark ({{ fund.benchmark.name }})

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The performance of the peers is calculated as the total of the performance for each time period for all the funds in the peer group, divided by the number of funds in the peer group.

Fees Comparison

% p.a.

Average of peers ({{ fund.benchmark.peers.peerCount }})

NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.

Fund performance

	1M	3M	6M	1Y p.a.	2Y p.a.	3Y p.a.	5Y p.a.	10Y p.a.
Total return	-%	-%	-%	-%	-%	-%	-%	-%
Growth return	-%	-%	-%	-%	-%	-%	-%	-%
Income return	-%	-%	-%	-%	-%	-%	-%	-%

Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.

General Information

Fund Details

Type	Description
Fund Name	Plato Australian Alpha A
Fund Status	Closed
Responsible Entity	Pinnacle Fund Services Limited
APIR Code	WHT7945AU
Morningstar Rating	Not Rated
Legal Structure	Unknown
Fund Inception	15 Sep 2025
Fund Size	n/a
Entry Price	n/a
Exit Price	n/a
Fund Status	Finalised

Offer information

Type	Description
MER	0% (as at 17 Feb 2026)
Minimum initial investment	$15,000
Minimum additional investments	$5,000.00
Savings plan comments
Redemption comments

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FAQs about the Plato Australian Alpha A

What is the objective of the Plato Australian Alpha A managed fund?

The objective of the Plato Australian Alpha A managed fund is The Fund aims to outperform the Benchmark over a rolling 5 year basis.

What is the strategy for the Plato Australian Alpha A managed fund?

The strategy of the Plato Australian Alpha A managed fund is The Fund aims to outperform the Benchmark over a rolling 5 year basis.

What is the APIR code of the Plato Australian Alpha A managed fund?

The APIR code of the Plato Australian Alpha A managed fund is WHT7945AU.

What was Plato Australian Alpha A’s total return last month?

Plato Australian Alpha A’s total return last month was -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What was Plato Australian Alpha A’s total return for the last three months?

Plato Australian Alpha A’s total return for the last three months was -%. This was made up of a growth return of -% and an income return of -%%. These returns were calculated as at .

What is Plato Australian Alpha A’s one-year total return?

Plato Australian Alpha A’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What is Plato Australian Alpha A’s three-year total return?

Plato Australian Alpha A’s one-year total return is -%. This was made up of a growth return of -% and an income return of -%. These returns were calculated as at .

What is the asset allocation of the Plato Australian Alpha A managed fund?

The asset allocation of the Plato Australian Alpha A managed fund is :

Alternatives: 100%

Who is the responsible Entity of the Plato Australian Alpha A managed fund?

The Responsible Entity for the Plato Australian Alpha A managed fund is Pinnacle Fund Services Limited.

What is the size of the Plato Australian Alpha A managed fund?

As at , the size of the Plato Australian Alpha A managed fund was $ million.

What is the inception date of the Plato Australian Alpha A managed fund?

The Plato Australian Alpha A managed fund has an inception date of 15 Sep 2025.

What is the current entry price of the Plato Australian Alpha A managed fund?

The current entry price of the Plato Australian Alpha A managed fund is $ per unit and the current exit price is $ per unit (as at ).

What is the current exit price of the Plato Australian Alpha A managed fund?

The current exit price of the Plato Australian Alpha A managed fund is $ per unit and the current entry price is $ per unit (as at ).

What is the minimum investment amount for the Plato Australian Alpha A managed fund?

The minimum initial investment amount for the Plato Australian Alpha A managed fund is $15,000. Minimum additional investment is $5000.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

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