Plato Income Maximiser Ltd
PL8
Plato Income Maximiser Ltd PL8 Strategy
The company which provide shareholders the opportunity to benefit from an investment in an actively managed, well-diversified portfolio of Australian listed equities. The Company's Investment Strategy is to invest (directly or indirectly) in a portfolio predominately comprised of ASX listed entities, as well as listed SPI futures and cash. Its objective is to generate annual income that exceeds the gross income of the Benchmark; and outperform the Benchmark in total return terms including franking credits over each full investment cycle.
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.
LICs News & Analysis
funds
Listed Investment Companies monthly performance: November 2024
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).
personal-finance
AFIC bosses on its record discount, passive investing and pricey stocks
A triple headwind has seen Australia's biggest LIC swing to a 10% discount and scuppered its relative performance. Management was bullish in an interview with Firstlinks, but is the discount ever likely to close?
funds
Listed Investment Companies monthly performance: October 2024
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
Markets
Index | Last price | Change | % Change |
|---|---|---|---|
| All Ordinaries | 8,496.00 | 24.10 | -0.28% |
| CAC 40 | 7,312.32 | 43.05 | -0.59% |
| DAX 40 | 19,909.14 | 75.18 | -0.38% |
| Dow JONES (US) | 42,535.80 | 456.41 | -1.06% |
| FTSE 100 | 8,122.36 | 27.42 | -0.34% |
| HKSE | 20,041.42 | 49.04 | -0.24% |
| NASDAQ | 19,471.60 | 250.43 | -1.27% |
| Nikkei 225 | 39,894.54 | 386.62 | -0.96% |
| NZX 50 Index | 13,270.01 | 64.91 | 0.49% |
| S&P 500 | 5,904.13 | 66.71 | -1.12% |
| S&P/ASX 200 | 8,235.00 | 26.80 | -0.32% |
| SSE Composite Index | 3,407.33 | 7.18 | 0.21% |