Plato Global Shares Income P

WHT6999AU

Plato Global Shares Income P WHT6999AU Strategy

Minimum 90% of the fund invested in global listed entities and futures. The weighting of a stock in the Fund’s portfolio will not represent more than 3% of the Fund. The Fund will typically hold 100 to 600 stocks at any one time.
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

KiwiSaver Survey | December Quarter 2024

The final quarter of 2024 presented a mixed bag for the New Zealand economy. While some indicators pointed towards a potential upswing, others suggested continued headwinds.
funds

Future Focus: Why I use managed funds

Investing is about figuring out what works for you. Managed funds solve the right problems for me.
funds

Listed Investment Companies monthly performance: December 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 Ordinaries8,811.5011.900.14%
CAC 408,042.1913.290.17%
DAX 4022,148.03110.200.50%
Dow JONES (US)44,368.56225.09-0.50%
FTSE 1008,807.4430.050.34%
HKSE22,187.17329.251.51%
NASDAQ19,649.956.100.03%
Nikkei 22539,484.35520.651.34%
NZX 50 Index12,889.1724.78-0.19%
S&P 5006,051.9716.53-0.27%
S&P/ASX 2008,548.5013.200.15%
SSE Composite Index3,342.224.17-0.12%

Market Movers