It is the leading research house’s inaugural rating of the Fund which has delivered a total return after fees of 11.78% per annum since inception^[1] (to 30 September 2023), outperforming its benchmark (MSCI World Net Returns Unhedged Index) by 8.5%.

Dr David Allen, Plato’s head of long/short strategies and portfolio manager of the Plato Global Alpha Fund, welcomed the independent endorsement.

“We thank Zenith for its thorough research into our strategy and team. This recommended rating validates our conviction in our investment process and the benefits that can be achieved for clients through a 150/50 fund that helps amplify opportunities to generate returns from long ideas, while also generating alpha from companies expected to underperform.” said Dr Allen.

“Our strong investment team is well positioned to capitalise on the current global market environment in which it is critical investors generate alpha through both long and short positions, following an extraordinary period of extremely low rates and low inflation.”

The Plato Global Alpha Fund aims to outperform the MSCI World Net Returns Unhedged Index by 4% p.a. (after fees) over the medium-long term.

The Fund uses an all-weather investment style that seeks to deliver consistent alpha over the cycle. Plato Investment Management’s proprietary 100+ Red Flags modelling system, which helps identify long and short ideas, is integral to the Plato Global Alpha Fund’s investment process.

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[1] Plato Global Alpha Fund Inception Date is 1 September 2021.

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