The Plato Australian Shares Income Fund is a long-only equity income fund managed specifically for zero tax investors who can utilise franking credits. These investors include, but are not limited to pension phase investors, SMSFs and charities.

The investment process aims to maximise the total return including franking credits, primarily via holding stocks which pay franked dividends and participating in off-market buy-backs. The Fund has a recommended investment time-frame of 3 to 5 years.

The Fund aims to provide an annual gross yield (including franking) that exceeds the gross yield of the S&P/ASX 200 after fees. The Fund also aims to outperform the S&P/ASX 200 after fees.