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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Plato Australian Shares Income A: holdings, performance and fees
1Y return+11.6%
3Y return+37.6%
5Y return+37.5%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 11.6% |
| COMMONWEALTH BANK OF AUSTRALIA | 7.4% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 6.3% |
| RIO TINTO LTD | 5.8% |
| MACQUARIE GROUP LIMITED | 4.2% |
| QBE INSURANCE GROUP LIMITED | 4.2% |
| WESTPAC BANKING CORPORATION | 3.4% |
| TELSTRA GROUP LIMITED | 3.1% |
| NATIONAL AUSTRALIA BANK LIMITED | 2.6% |
| TRANSURBAN GROUP | 2.4% |
Top countries
- Equity AustralianListed99.7%
- Cash Australian0.3%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN