Plato Global Alpha Fund Complex ETF B - Managed Fund

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

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 3.04%. This was made up of a growth return of 3.24% and an income return of -0.2%. These returns were calculated as at 30 Sep 2026.

Plato Global Alpha Fund Complex ETF B’s total return for the last three months was 1.91%. This was made up of a growth return of 2.52% and an income return of -0.61%%. These returns were calculated as at 30 Sep 2026.

Plato Global Alpha Fund Complex ETF B’s one-year total return is 17.5%. This was made up of a growth return of 19.55% and an income return of -2.05%. These returns were calculated as at 30 Sep 2026.

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 30 Sep 2026.

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

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 31 Aug 2026, the size of the Plato Global Alpha Fund Complex ETF B managed fund was $1811.25 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 $15.4718 per unit and the current exit price is $15.3792 per unit (as at 8 Oct 2026).

The current exit price of the Plato Global Alpha Fund Complex ETF B managed fund is $15.3792 per unit and the current entry price is $15.4718 per unit (as at 8 Oct 2026).

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