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 Comparison

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Peers

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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

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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	-2.58%	-4.38%	1.25%	22.25%	25.65%	30.6%	-%	-%
Growth return	-99.99%	-99.99%	-99.99%	-99.99%	-98.68%	-93.76%	-%	-%
Income return	97.41%	95.61%	101.24%	122.24%	124.33%	124.36%	-%	-%
Market index (MSCI World Ex Australia NR AUD)
Total return	-2.51%	-6.22%	-3.83%	8.14%	10.17%	16.04%	12.71%	13.19%

As at 31 Mar 2026. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Plato Global Alpha A

Australian Equities: 1.25%

International Equities: 96.42%

Cash: 2.33%

Property & Infrastructure: 0%

Fixed Interest: 0%

Alternatives: 0%

Average Allocation of Peers

Australian Equities: 6.64%

International Equities: 91.07%

Cash: 1.80%

Property & Infrastructure: 0.21%

Fixed Interest: -0.01%

Alternatives: 0.29%

General Information

Fund Details

Type	Description
Fund Name	Plato Global Alpha A
Responsible Entity	Plato Investment Management
APIR Code	WHT1465AU
Sector/Asset Class	Equity World Large Blend
Morningstar Rating	(as at 28 Feb 2026)
Legal Structure	Investment Fund
Fund Inception	1 Sep 2021
Fund Size	$2213.5 million (as at 27 Feb 2026)
Entry Price	$2.4789 (as at 1 Apr 2026)
Exit Price	$2.4641 (as at 1 Apr 2026)
Fund Status	Open

Offer information

Type	Description
MER	2.06% (as at 30 Jun 2025)
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 31 Dec 2025)

Holding (as at 31 Dec 2025)	Type	% of Portfolio
NVIDIA Corp		5.29%
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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 -2.58%. This was made up of a growth return of -99.99% and an income return of 97.41%. These returns were calculated as at 31 Mar 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 -4.38%. This was made up of a growth return of -99.99% and an income return of 95.61%%. These returns were calculated as at 31 Mar 2026.

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

Plato Global Alpha A’s one-year total return is 22.25%. This was made up of a growth return of -99.99% and an income return of 122.24%. These returns were calculated as at 31 Mar 2026.

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

Plato Global Alpha A’s one-year total return is 30.6%. This was made up of a growth return of -93.76% and an income return of 124.36%. These returns were calculated as at 31 Mar 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: 1.25%

International Equities: 96.42%

Cash: 2.33%

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 27 Feb 2026, the size of the Plato Global Alpha A managed fund was $2213.5 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 $2.4789 per unit and the current exit price is $2.4641 per unit (as at 1 Apr 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 $2.4641 per unit and the current entry price is $2.4789 per unit (as at 1 Apr 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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