Plato Global Alpha A - Managed Fund
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
| 1M | 3M | 6M | 1Y p.a. | 2Y p.a. | 3Y p.a. | 5Y p.a. | 10Y p.a. | |
| Total return | 1.01% | 3.7% | 9.91% | 18.59% | 28.86% | 30.44% | -% | -% |
| Growth return | 1.21% | 4.32% | 11.17% | 20.35% | 29.8% | 30.49% | -% | -% |
| Income return | -0.2% | -0.62% | -1.26% | -1.76% | -0.94% | -0.05% | -% | -% |
|
Market index (MSCI World Ex Australia NR AUD)
|
||||||||
| Total return | 0.53% | 2.74% | 9.36% | 10.02% | 14.93% | 16.22% | 11.71% | 13.63% |
Asset Allocation
Plato Global Alpha A
- Australian Equities
- 1.06%
- International Equities
- 97.98%
- Cash
- 0.96%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
- Alternatives
- 0%
Average Allocation of Peers
- Australian Equities
- 3.48%
- International Equities
- 94.16%
- Cash
- 1.90%
- Property & Infrastructure
- 0.27%
- Fixed Interest
- -0.01%
- Alternatives
- 0.20%
General Information
Fund Details
| Type | Description |
| Plato Global Alpha A | |
| Plato Investment Management | |
| WHT1465AU | |
| Equity World Large Blend | |
 (as at 31 Aug 2026) |
|
| Investment Fund | |
| 1 Sep 2021 | |
| $5427.9 million (as at 31 Aug 2026) | |
| $2.8433 (as at 23 Sep 2026) | |
| $2.8263 (as at 23 Sep 2026) | |
| Open |
Offer information
| Type | Description |
| MER | 2.41% (as at 13 May 2026) |
| Indirect Cost Ratio (ICR) | 3.56% (as at 30 Jun 2025) |
| Performance fee (not included in ICR) | 2.71 |
| Minimum initial investment | $15,000 |
| Minimum additional investments | $5,000.00 |
Top 10 holdings (as at 30 Jun 2026)
| Holding (as at 30 Jun 2026) | Type | % of Portfolio |
| NVIDIA Corp | 5.15% | |
| Login now to view the complete list of holdings. | ||
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FAQs about the Plato Global Alpha A
What is the objective of the Plato Global Alpha A managed fund?
The objective of the Plato Global 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 Global Alpha A managed fund?
The strategy of the Plato Global 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 Global Alpha A managed fund?
The APIR code of the Plato Global Alpha A managed fund is WHT1465AU.
What was Plato Global Alpha A’s total return last month?
Plato Global Alpha A’s total return last month was 1.01%. This was made up of a growth return of 1.21% and an income return of -0.2%. These returns were calculated as at 31 Aug 2026.
What was Plato Global Alpha A’s total return for the last three months?
Plato Global Alpha A’s total return for the last three months was 3.7%. This was made up of a growth return of 4.32% and an income return of -0.62%%. These returns were calculated as at 31 Aug 2026.
What is Plato Global Alpha A’s one-year total return?
Plato Global Alpha A’s one-year total return is 18.59%. This was made up of a growth return of 20.35% and an income return of -1.76%. These returns were calculated as at 31 Aug 2026.
What is Plato Global Alpha A’s three-year total return?
Plato Global Alpha A’s one-year total return is 30.44%. This was made up of a growth return of 30.49% and an income return of -0.05%. These returns were calculated as at 31 Aug 2026.
What is the asset allocation of the Plato Global Alpha A managed fund?
The asset allocation of the Plato Global Alpha A managed fund is :
- Australian Equities
- 1.06%
- International Equities
- 97.98%
- Cash
- 0.96%
- Property & Infrastructure
- 0%
- Fixed Interest
- 0%
- Alternatives
- 0%
Who is the responsible Entity of the Plato Global Alpha A managed fund?
The Responsible Entity for the Plato Global Alpha A managed fund is Plato Investment Management.
What sector/asset class does the Plato Global Alpha A managed fund belong to?
The Plato Global Alpha A managed fund belongs to the Equity World Large Blend sector/asset class.
What is the size of the Plato Global Alpha A managed fund?
As at 31 Aug 2026, the size of the Plato Global Alpha A managed fund was $5427.9 million.
What is the inception date of the Plato Global Alpha A managed fund?
The Plato Global Alpha A managed fund has an inception date of 1 Sep 2021.
What is the current entry price of the Plato Global Alpha A managed fund?
The current entry price of the Plato Global Alpha A managed fund is $2.8433 per unit and the current exit price is $2.8263 per unit (as at 23 Sep 2026).
What is the current exit price of the Plato Global Alpha A managed fund?
The current exit price of the Plato Global Alpha A managed fund is $2.8263 per unit and the current entry price is $2.8433 per unit (as at 23 Sep 2026).
What is the minimum investment amount for the Plato Global Alpha A managed fund?
The minimum initial investment amount for the Plato Global 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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