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Plato Global Alpha Fund Complex ETF (ASX: PGA1) - Share Price and Research

- Current share price for PGA1 : $10.820

Plato Global Alpha Fund Complex ETF (PGA1) is an Exchange Traded Fund - commonly known as an ETF. For more details about how ETFs work, feel free to check out our What is an ETF? overview. Plato Global Alpha Fund Complex ETF (PGA1) is a global equity long short fund.

General Information

Plato Global Alpha Fund Complex ETF B
Pinnacle Fund Services Limited
WHT6513AU
Equity World Long Short
MSCI World Ex Australia NR AUD
star
Not Rated
Investment Fund
25 Nov 2024
n/a
n/a
n/a

PGA1 ETF performance (31 Dec 2024)

NOTE : returns for periods greater than 1 year are annualised
  1 Month % 3 Month % 6 Month % 1 Year % p.a. 2 Year % p.a. 3 Year % p.a. 5 Year % p.a. 10 Year % p.a.
Total return 3.94 - - - - - - -
Growth return 2.87 - - - - - - -
Income return (Yield) 1.07 - - - - - - -

Market index (MSCI World Ex Australia NR AUD)
Total return 2.74 10.85 13.22 28.94 27 14.1 13.79 13.11

Asset Allocation (31 Dec 2024)

Australian Equities 0%
International Equities 0%
Cash 0%
Property 0%
Fixed Interest 0%
Alternatives 100%
Asset Allocation

Objectives and Strategy

The Fund is a global equity long short fund. The Investment Manager identifies investments using a bottom-up; fundamental investment strategy focusing on intrinsic value; holistic quality; sentiment and a proprietary Red Flag system. The Investment Manager employs risk exposure constraints to control incidental sources of risk in the portfolio which is monitored daily.
The Fund is a global equity long short fund. The Investment Manager identifies investments using a bottom-up; fundamental investment strategy focusing on intrinsic value; holistic quality; sentiment and a proprietary Red Flag system. The Investment Manager employs risk exposure constraints to control incidental sources of risk in the portfolio which is monitored daily. The Fund aims to outperform the Benchmark over a rolling 5-year basis.

Offer information

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.

DISCLOSURE: InvestSMART Group Limited employees may have an interest in the securities and managed funds displayed via this service. Please refer to our Financial Services Guide for more information.

Data shown on this website is sourced by Morningstar
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