The Plato Global Alpha PIE Fund (“Fund”) is a PIE-compliant New Zealand-domiciled fund with investments managed by Plato Investment Management Limited (“Plato”). FundRock NZ Limited is the issuer and manager of the Fund. The Fund is registered as an investment option within the Plato Investment Funds (a Managed Investment Scheme) under the Financial Markets Conduct Act 2013 and is regulated by the FMA.
The Fund aims to provide investors with long and short exposure to an actively managed, diversified portfolio of listed international equities.
The Fund aims to outperform its benchmark, the MSCI World Net Total Return Index in New Zealand dollars, net of fees and before taxes, over rolling 5 year periods.
The Fund is not hedged back to the New Zealand dollar.
Please refer to the Product Disclosure Statement for the Plato Investment Funds (“Scheme”) for more information about the Fund. Plato is responsible for making recommendations and decisions about what the Fund invests in.
