Plato Income Maximiser : Annual General Meeting Presentation
November 21, 2021 at 06:04 pm
Share
2021 ANNUAL GENERAL MEETING
PLATO INCOME MAXIMISER LIMITED ASX: PL8
only22 November 2021
r usepersonal
onlyuse personal2 r
Agenda
01
02
Chairman's Address
Formal Business
03
04
Investment Manager Update
Questions
only Chairman's Address
useMr. Jonathan Trollip
personal3 r
PL8 Overview
PLATO INCOME MAXIMISER LIMITED
onlyFirst and only Australian Listed
useInvestment Company (LIC) paying monthly dividends
Based on the
Designed specifically
investment strategy of
with retiree investors
the Plato Australian
in mind (pension phase
Shares Income Fund
superannuation or low
tax individual)
personal
Ticker: PL8
Listing date: 5 May 2017
Net Assets*: $557m
4 *based on $1.13 pre-tax NTA on 12 November 2021
r
Company Performance
Portfolio Performance1
10.0% annualised from inception date3 to 31 October 2021
onlyIncome1
7.4% annualised from inception date3 to 31 October 2021
useTSR Performance2
9.2% annualised from inception date3 to 31 October 2021
personal
5
special dividends. Income is distributed income including franking credits. Inception date 28th April 2017.
1 Past performance is not a reliable indicator of future performance. Performance is quoted in AUD net of portfolio related fees, costs and taxes. Total return includes franking credits and
r
2 Change in the share price adjusted for any dividends paid during the period. It does not include any impact shareholders received from owning options issued as part of the IPO.
3 28 April 2017 for portfolio inception; 5 May 2017 for listing date
This is an excerpt of the original content. To continue reading it, access the original document here.
Attachments
Original Link
Original Document
Permalink
Disclaimer
Plato Income Maximiser Ltd. published this content on 21 November 2021 and is solely responsible for the information contained therein. Distributed by Public, unedited and unaltered, on 21 November 2021 23:03:06 UTC.
Plato Income Maximiser Limited is an Australia-based investment company. The Company's principal activity is to provide shareholders the opportunity to benefit from an investment in an actively managed, well-diversified portfolio of Australian listed equities. The Company's investment objectives are to generate annual income (including franking credits) that exceeds the gross income of the Standard and Poor's (S&P)/Australian Securities Exchange (ASX) 200 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt) (Benchmark) and outperform (after fees) the Benchmark in total return terms including franking credits over each full investment cycle (typically 3 to 5 years). It invests in various sectors, such as energy, materials, industrials, consumer discretionary, consumer staples, healthcare, financials, information technology, communication services, utilities and real estate. The Company's investment manager is Plato Investment Management Limited.
PLATO INCOME MAXIMISER LIMITED 