Plato Australian Shares Tax - Exempt - Managed Fund

The objective of the Plato Australian Shares Tax - Exempt managed fund is The Fund aims to invest in long only Australian equities, using a systematic investment approach with the aim of delivering a significantly higher yield than the market without taking large sector or style risks while maintaining lower levels of carbon exposure relative to the performance benchmark. Plato’s philosophy is that high-quality companies, selling at a discount to intrinsic value with a catalyst and positive sentiment, tend to outperform the market.

The strategy of the Plato Australian Shares Tax - Exempt managed fund is The Fund aims to invest in long only Australian equities, using a systematic investment approach with the aim of delivering a significantly higher yield than the market without taking large sector or style risks while maintaining lower levels of carbon exposure relative to the performance benchmark. Plato’s philosophy is that high-quality companies, selling at a discount to intrinsic value with a catalyst and positive sentiment, tend to outperform the market.

The APIR code of the Plato Australian Shares Tax - Exempt managed fund is WHT3344AU.

Plato Australian Shares Tax - Exempt’s total return last month was 1.2%. This was made up of a growth return of 0.8% and an income return of 0.4%. These returns were calculated as at 31 Jan 2026.

Plato Australian Shares Tax - Exempt’s total return for the last three months was -0.19%. This was made up of a growth return of -2.06% and an income return of 1.87%%. These returns were calculated as at 31 Jan 2026.

Plato Australian Shares Tax - Exempt’s one-year total return is 8.62%. This was made up of a growth return of 6.76% and an income return of 1.86%. These returns were calculated as at 31 Jan 2026.

Plato Australian Shares Tax - Exempt’s one-year total return is 9.43%. This was made up of a growth return of 6.67% and an income return of 2.76%. These returns were calculated as at 31 Jan 2026.

The asset allocation of the Plato Australian Shares Tax - Exempt managed fund is :

The Responsible Entity for the Plato Australian Shares Tax - Exempt managed fund is Plato Investment Management.

The Plato Australian Shares Tax - Exempt managed fund belongs to the Equity Australia Large Blend sector/asset class.

As at 31 Dec 2025, the size of the Plato Australian Shares Tax - Exempt managed fund was $608954224 million.

The Plato Australian Shares Tax - Exempt managed fund has an inception date of 6 Nov 2017.

The current entry price of the Plato Australian Shares Tax - Exempt managed fund is $1.1762 per unit and the current exit price is $1.1716 per unit (as at 29 Jan 2026).

The current exit price of the Plato Australian Shares Tax - Exempt managed fund is $1.1716 per unit and the current entry price is $1.1762 per unit (as at 29 Jan 2026).

The minimum initial investment amount for the Plato Australian Shares Tax - Exempt managed fund is $.