Factual snapshot
Plato — review
Mechanical, source-cited snapshot of Plato's NZ retail managed-fund range. We don't rate or recommend — see a licensed financial adviser for personalised advice.
- Funds tracked
- 1
- Median annual fee
- —
- Median FMA risk
- 5/7
- Tracked NZ retail AUM
- $0
Standardised 1–7 scale
Sum of fund sizes (1/1 on file)
About Plato
Australian quantitative manager offering a Global Alpha PIE fund to NZ investors.
- Legal name
- Plato Investment Management
- Headquarters
- Sydney
Fee position vs peers
Per-asset-class median annual fund charge for Plato vs the peer median across all other NZ managers in our coverage. Source: Sorted Smart Investor (FMA Disclose Quarterly Fund Updates).
| Asset class | Plato funds | Plato median fee | Peer median (n) | Position |
|---|---|---|---|---|
| International Equities | 1 | — | 0.61% (81) | not directly comparable on fee (insufficient data) |
Fee is the headline ongoing cost; strategy mix, hedging, performance fees and net return after fees also matter when comparing options.
Risk profile mix
Distribution of Plato's 1 funds across the FMA's standardised 1–7 risk indicator. The indicator is calculated from each fund's past five years of unit-price volatility and published on every Quarterly Fund Update.
- Risk 5/7 1
Plato's funds
Questions about Plato
Is Plato a good fund manager?
Whether Plato suits any individual investor depends on the investor's goals, time horizon, risk tolerance, and how the fund fits an existing portfolio — factors that vary by individual. On this site we surface mechanical, comparable data points: Plato runs 1 retail managed fund in our coverage, and a median FMA risk indicator of 5 out of 7. For personalised guidance, see a licensed financial adviser.
What does Plato charge?
Per-fund annual fund charges for Plato are disclosed in each fund's Quarterly Fund Update on the FMA Disclose register. We don't yet have on-file fee data for the funds in our coverage — see the per-fund page for the source PDS link.
How big is Plato?
Across the 1 fund with on-file fund-size data, Plato's tracked NZ retail AUM totals NZD 0. This is the sum of fund sizes disclosed in each fund's most recent Quarterly Fund Update on FMA Disclose and excludes KiwiSaver, wholesale and Australian-domiciled assets. Plato may manage materially larger assets in those categories.
Where is Plato based?
Plato (legal name: Plato Investment Management) is headquartered in Sydney.
What kind of funds does Plato run?
Plato's range of 1 fund in our coverage is weighted toward international equities (1 fund). See the full list at /providers/plato/.
Other managers running international equities funds
How we built this snapshot
Fund counts and category mix are from src/data/funds.ts (Range of Funds reconciled to the InvestNow + Sharesies + manager-direct universe). Annual fund charge, FMA risk indicator, five-year return and fund size are extracted from each fund's Quarterly Fund Update via Sorted Smart Investor (a Te Ara Ahunga Ora / Retirement Commission service that mirrors the FMA Disclose register). Cross-validate via each per-fund page, which links to the source PDS and Fund Update on FMA Disclose.
ManagedFundsNZ provides information only, not personalised financial advice. For advice, see a licensed financial adviser.