Plato Australian Shares Tax-Exempt

WHT3344AU

Plato Australian Shares Tax-Exempt WHT3344AU Strategy

The Fund aims to invest in long only Australian equities, using a systematic investment approach with the aim of delivering a significantly higher yield than the market without taking large sector or style risks while maintaining lower levels of carbon exposure relative to the performance benchmark. Plato’s philosophy is that high-quality companies, selling at a discount to intrinsic value with a catalyst and positive sentiment, tend to outperform the market.
The investment objective & strategy is a summary of the investment's principal strategy as written in the prospectus. This information is pulled from the most recent product disclosure document.

Funds News & Analysis

funds

Listed Investment Companies monthly performance: December 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).
funds

Private credit quality likely to deteriorate in 2026, Morningstar DBRS Outlook shows

We expect worsening credit profiles for both high- and low-quality borrowers.
funds

Listed Investment Companies monthly performance: November 2025

The Morningstar LIC monthly report provides a snapshot of ASX-listed LICs, and whether they are trading at a premium or a discount to their net tangible assets (NTA).

Morningstar Investment Ideas

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S&P/ASX 2008,782.9014.000.16%
SSE Composite Index4,116.943.290.08%

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