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
Morningstar Investment Ideas
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,365.70 | 24.70 | 0.30% |
| CAC 40 | 7,593.87 | 38.00 | 0.50% |
| DAX 40 | 22,496.98 | 71.15 | 0.32% |
| Dow JONES (US) | 40,669.36 | 141.74 | 0.35% |
| FTSE 100 | 8,496.52 | 1.67 | 0.02% |
| HKSE | 22,119.41 | 111.30 | 0.51% |
| NASDAQ | 17,446.34 | 14.98 | -0.09% |
| Nikkei 225 | 36,452.30 | 406.92 | 1.13% |
| NZX 50 Index | 12,148.60 | 245.29 | 2.06% |
| S&P 500 | 5,569.06 | 8.23 | 0.15% |
| S&P/ASX 200 | 8,145.60 | 19.40 | 0.24% |
| SSE Composite Index | 3,279.03 | 7.62 | -0.23% |