Plato Investment Management Funds
£4.0B combined fund size · 2 asset classes · average OCF 0.85%.
How Plato Investment Management funds have returned on average.
Average 1Y return to September 2026 end, GBP net total return.
Source: FE fundinfo. Past performance is not a reliable guide to future returns.
No composite is available for this category yet.
Plato Investment Management funds are covered on Funds Benchmark, with £4.0B in combined fund size, in GBP (funds that disclose size). The range is concentrated in Alternatives, Equity. The average ongoing charge (OCF) across the range is 0.85%. Every fund below links to a detail page with its latest price, performance over 1Y / 3Y / 5Y where available, fees and holdings, comparable side by side against benchmark and peers.
Next: Screen Plato Investment Management funds in Find Funds or browse all Plato Investment Management funds.
Asset class mix
- Alternatives56.4%
- Equity43.6%
Largest Plato Investment Management funds
Top Plato Investment Management funds by assets under management, one share class per fund.
Plato Investment Management holdings
No position is among the ten largest holdings of three or more of these funds.
Shown when at least 3 funds have the top position among their ten largest holdings. Bar: average weight among those funds.
Plato Investment Management funds by 1Y return
| Fund | 1Y return | Fund size (GBP) | OCF |
|---|---|---|---|
| Plato Global Alpha Fund Complex ETFAU0000357006 | ▲ +30.7% | n/a | |
| Plato Global AlphaAU60WHT14650 | ▲ +25.2% | £2.2B | |
| Plato Australian Shares IncomeAU60WHT00394 | ▲ +8.2% | £1.7B |
Categories
Fund data from FE fundinfo. Past performance is not a reliable guide to future returns. Funds Benchmark provides information only and does not give investment advice.
All Plato Investment Management funds (3)
Equity (1)
Alternatives (2)
Compare Plato Investment Management funds side by side
See every Plato Investment Management fund in one place, then pick up to 5 to compare on performance, holdings and fees.
About Plato Investment Management
Where can I find Plato Investment Management fund prices and factsheets?
Every Plato Investment Management fund's detail page on Funds Benchmark shows its latest price (NAV), performance, ongoing charge, fund size and holdings where available. The data comes from FE fundinfo and is shown alongside the fund's benchmark and peers.
Which Plato Investment Management funds does Funds Benchmark cover?
Funds Benchmark covers the Plato Investment Management funds listed on this page, grouped by asset class. Funds differ in domicile and legal structure, and whether you can buy a given fund depends on your country, your platform and the fund's own documentation. Check each fund's details before investing.
What asset classes does Plato Investment Management cover?
Plato Investment Management's largest group on Funds Benchmark is Alternatives, alongside other asset classes. The groups are listed in the all funds section on this page, and you can filter the firm's funds by asset class in the Fund Finder.
How are Plato Investment Management funds rated against peers?
Open any Plato Investment Management fund's detail page to see how it compares with peers where peer data is available, along with performance over 1Y / 3Y / 5Y where available, risk metrics such as volatility, Sharpe ratio and maximum drawdown where available, and its holdings. Performance data is from FE fundinfo. Past performance is not a reliable guide to future returns.
What's the average fee on Plato Investment Management funds?
Across the funds we cover, the average ongoing charge (OCF) is 0.85%. Individual share classes vary, so check the OCF on each fund's page.
Where can I see Plato Investment Management's top-performing funds?
The table on this page shows up to 30 Plato Investment Management funds ordered by 1 year return. Past performance is not a reliable guide to future returns. The Fund Finder lets you filter Plato Investment Management funds and compare them with funds from other managers by performance, fees and asset class.