InvestSMART

Plato Global Alpha Fund Complex ETF B - Managed Fund

Fund Objective
The Fund is a global equity long short fund. The Investment Manager identifies investments using a bottom-up; fundamental investment strategy focusing on intrinsic value; holistic quality; sentiment and a proprietary Red Flag system. The Investment Manager employs risk exposure constraints to control incidental sources of risk in the portfolio which is monitored daily.
Fund Strategy
The Fund is a global equity long short fund. The Investment Manager identifies investments using a bottom-up; fundamental investment strategy focusing on intrinsic value; holistic quality; sentiment and a proprietary Red Flag system. The Investment Manager employs risk exposure constraints to control incidental sources of risk in the portfolio which is monitored daily. The Fund aims to outperform the Benchmark over a rolling 5-year basis.

Fund Performance Comparison

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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.
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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.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return 1.59% 9.18% 14.56% -% -% -% -% -%
Growth return 3.77% 9.74% 20.86% -% -% -% -% -%
Income return -2.18% -0.56% -6.3% -% -% -% -% -%
Market index (MSCI World Ex Australia NR AUD)
Total return 1.99% 6.14% 12.44% 23.03% 23.12% 22.63% 16.27% 13.14%
As at 31 Aug 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

No asset allocation data available.
Average Allocation of Peers
Alternatives
0.15%
Australian Equities
1.42%
International Equities
95.52%
Cash
1.76%
Property & Infrastructure
1.16%
Fixed Interest
0%

General Information

Fund Details
Type Description
Plato Global Alpha Fund Complex ETF B
Pinnacle Fund Services Limited
WHT6513AU
Equity World Long Short
Not Rated
Investment Fund
25 Nov 2024
$7.29 million (as at 29 Nov 2024)
n/a
n/a
Open
Offer information
Type Description

FAQs about the Plato Global Alpha Fund Complex ETF B

The objective of the Plato Global Alpha Fund Complex ETF B managed fund is The Fund is a global equity long short fund. The Investment Manager identifies investments using a bottom-up; fundamental investment strategy focusing on intrinsic value; holistic quality; sentiment and a proprietary Red Flag system. The Investment Manager employs risk exposure constraints to control incidental sources of risk in the portfolio which is monitored daily.

The strategy of the Plato Global Alpha Fund Complex ETF B managed fund is The Fund is a global equity long short fund. The Investment Manager identifies investments using a bottom-up; fundamental investment strategy focusing on intrinsic value; holistic quality; sentiment and a proprietary Red Flag system. The Investment Manager employs risk exposure constraints to control incidental sources of risk in the portfolio which is monitored daily. The Fund aims to outperform the Benchmark over a rolling 5-year basis.

The APIR code of the Plato Global Alpha Fund Complex ETF B managed fund is WHT6513AU.

Plato Global Alpha Fund Complex ETF B’s total return last month was 1.59%. This was made up of a growth return of 3.77% and an income return of -2.18%. These returns were calculated as at 31 Aug 2025.

Plato Global Alpha Fund Complex ETF B’s total return for the last three months was 9.18%. This was made up of a growth return of 9.74% and an income return of -0.56%%. These returns were calculated as at 31 Aug 2025.

Plato Global Alpha Fund Complex ETF B’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 31 Aug 2025.

Plato Global Alpha Fund Complex ETF B’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 31 Aug 2025.

The asset allocation of the Plato Global Alpha Fund Complex ETF B managed fund is :

Alternatives
100%
Australian Equities
0%
International Equities
0%
Cash
0%
Property & Infrastructure
0%
Fixed Interest
0%

The Responsible Entity for the Plato Global Alpha Fund Complex ETF B managed fund is Pinnacle Fund Services Limited.

The Plato Global Alpha Fund Complex ETF B managed fund belongs to the Equity World Long Short sector/asset class.

As at 29 Nov 2024, the size of the Plato Global Alpha Fund Complex ETF B managed fund was $7.29 million.

The Plato Global Alpha Fund Complex ETF B managed fund has an inception date of 25 Nov 2024.

The current entry price of the Plato Global Alpha Fund Complex ETF B managed fund is $ per unit and the current exit price is $ per unit (as at ).

The current exit price of the Plato Global Alpha Fund Complex ETF B managed fund is $ per unit and the current entry price is $ per unit (as at ).

The minimum initial investment amount for the Plato Global Alpha Fund Complex ETF B managed fund is $.

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.