What can the Plato Global Alpha PIE Fund actually invest in?
The fund's Statement of Investment Policy and Objectives (SIPO) defines the asset classes it can hold and the allowable target / min / max weights for each.
Strategic asset allocation ranges
| Asset class | Target | Min | Max |
|---|---|---|---|
| International equities | 95% | 90% | 100% |
| Cash and cash equivalents | 5% | 0% | 10% |
Mandate flexibility (sum of max − min across all ranges): 20%. Narrow range — index-tracking style with limited drift.
Explicit exclusions (2)
- Companies classified in the Tobacco sector (as defined by GICS)
- Companies that derive more than 5% of revenues from Thermal Coal Mining (based on ISS data)
Responsible-investment approach
Plato takes into account ESG considerations through its proprietary 'Red Flags' model covering toxic emissions, labour supply-chain standards, corporate governance, remuneration, forensic accounting, financial distress, and social and environmental impacts. The Underlying Fund is committed not to hold long positions in companies classified in the Tobacco sector (GICS) or companies deriving more than 5% of revenues from Thermal Coal Mining (based on ISS data).
Derivatives policy
The Underlying Fund may utilise borrowing and short selling techniques to obtain leverage; currency hedging instruments are a permitted investment at the Fund level.