Zenith initiates coverage of the Plato Global Alpha Fund

Plato Investment Management (Plato) is pleased to announce the Plato Global Alpha Fund (the Fund) has received a ‘Recommended’ rating from Zenith Investment Partners.

Dr David Allen, Plato’s head of long/short strategies and portfolio manager of the Plato Global Alpha Fund, welcomed the independent endorsement.

“We thank Zenith for its thorough research into our strategy and team. This recommended rating validates our conviction in our investment process and the benefits that can be achieved for clients through a 150/50 fund that helps amplify opportunities to generate returns from long ideas, while also generating alpha from companies expected to underperform.” said Dr Allen.

“Our strong investment team is well positioned to capitalise on the current global market environment in which it is critical investors generate alpha through both long and short positions, following an extraordinary period of extremely low rates and low inflation.”

The Plato Global Alpha Fund aims to outperform the MSCI World Net Returns Unhedged Index by 4% p.a. (after fees) over the medium-long term.

The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle. Plato Investment Management’s proprietary 100+ Red Flags modelling system, which helps identify long and short ideas, is integral to the Plato Global Alpha Fund’s investment process.

As at 30 September 2023, The Plato Global Alpha Fund ranks in the top 2% of 239 global equity large cap funds in the Morningstar Australia database.

More information: Plato Global Alpha Fund

If you’d like to view Zenith Investment Partners’ research report, email: distribution@pinnacleinvestment.com

Plato Global Alpha Fund Platform Availability: BT Panorama, Colonial First State, HUB24, Macquarie Wrap, Netwealth, Powerwrap, Praemium

APIR: WHT1465AU

Disclaimer:

This document is prepared by Plato Investment Management Limited ABN 77 120 730 136, AFSL 504616 (‘Plato’). Pinnacle Funds Services Limited ABN 29 082 494 362, AFSL 238371 (‘PFSL’) is the product issuer of the Plato Global Alpha Fund (‘the Fund’). Any potential investor should consider the relevant PDS before deciding whether to acquire, or continue to hold units in, a fund. The Product Disclosure Statement (‘PDS’) and Target Market Determination (‘TMD’) of the Fund is available at https://plato.com.au/. Pinnacle Fund Services Limited is not licensed to provide financial product advice.

Plato and PFSL believe the information contained in this document is reliable, however no warranty is given as to its accuracy and persons relying on this information do so at their own risk. This communication is for general information only and was prepared for multiple distribution and does not take account of the specific investment objectives of individual recipients and it may not be appropriate in all circumstances. Persons relying on this information should do so in light of their specific investment objectives and financial situations. Any person considering action on the basis of this communication must seek individual advice relevant to their particular circumstances and investment objectives. Subject to any liability which cannot be excluded under the relevant laws, Plato and PFSL disclaim all liability to any person relying on the information contained in this communication in respect of any loss or damage (including consequential loss or damage), however caused, which may be suffered or arise directly or indirectly in respect of such information.

Any opinions or forecasts reflect the judgment and assumptions of Plato and its representatives on the basis of information at the date of publication and may later change without notice. Any projections contained in this presentation are estimates only and may not be realised in the future. The information is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. Past performance is not a reliable indicator of future performance.

The information in this document is not intended as a securities recommendation or statement of opinion intended to influence a person or persons in making a decision in relation to investment. This communication is for general information only. It has been prepared without taking account of any person’s objectives, financial situation or needs. Any persons relying on this information should obtain professional advice relevant to their particular circumstances, needs and investment objectives. Past performance is not a reliable indicator of future performance.

Zenith Investment Partners Disclaimer

The Zenith Investment Partners (ABN 27​ 103​ 132​ 672​, AFS Licence 226​872) (“Zenith”) rating (WHT1465AU assigned September, 2023) referred to in this piece is limited to “General Advice” (s766B Corporations Act 2001) for Wholesale clients only. This advice has been prepared without taking into account the objectives, financial situation or needs of any individual, including target markets of financial products, where applicable, and is subject to change at any time without prior notice. It is not a specific recommendation to purchase, sell or hold the relevant product(s). Investors should seek independent financial advice before making an investment decision and should consider the appropriateness of this advice in light of their own objectives, financial situation and needs. Investors should obtain a copy of, and consider the PDS or offer document before making any decision and refer to the full Zenith Product Assessment available on the Zenithwebsite. Past performance is not an indication of future performance. Zenith usually charges the product issuer, fund manager or related party to conduct Product Assessments. Full details regarding Zenith’s methodology, ratings definitions and regulatory compliance are available on our Product Assessments and at Fund Research Regulatory Guidelines.