Plato launches its Global Shares Income Fund on the ASX as an Active ETF 

Don Hamson

Plato Investment Management is pleased to announce the Plato Global Shares Income Fund will be accessible as an Active ETF, quoted on the Australian Securities Exchange. The Plato Global Shares Income Fund – Active ETF (ASX: PGI2) will be admitted for quotation on Tuesday, 19 May 2026.

The Plato Global Shares Income strategy will now be available as both an unlisted Fund and an Active ETF (ASX: PGI2). PGI2 joins Plato’s existing suite of listed investment solutions, which includes the ASX-listed investment company, Plato Income Maximiser Limited (ASX: PL8), and the Plato Global Alpha Fund Complex ETF (ASX: PGA1), taking Plato to over $2 billion of FUM in their suite of listed fund solutions (total firm FUM is $23.6 billion).

PGI2 has been launched in response to increasing demand for income diversification and convenient listed access to Plato’s global income strategy. Since inception in March 2016, the strategy has delivered a net distribution yield of 5.7% p.a. after fees (4.1% p.a. excess income above the MSCI World ex Australian Index), along with a total return of 10.0% p.a. (data at April 30, 2026). The portfolio invests in a globally diversified portfolio of developed-market equities, with an active dividend rotation strategy targeting monthly income distributions.

Plato Global Shares Income Fund Lead Portfolio Manager, Daniel Pennell, said: “Australian investors are often heavily concentrated in domestic dividend payers like the big banks and miners. That’s a lot of single-economy, single-currency risk for a portfolio that’s supposed to fund someone’s retirement.

“PGI2 gives investors income exposure to sectors the ASX doesn’t offer at scale, including global healthcare, technology, and consumer staples, without giving up yield. Importantly, this strategy delivers income for clients purely from the cash dividends paid out by portfolio holdings and is not reliant on derivatives trading or capital gains realisation for income generation.”

Plato Founder and Managing Director, Dr Don Hamson, said: “We have always advocated for highly diversified income generating portfolios and PGI2 trading on the ASX is now a great solution not only for diversifying income sources, but also for investors focussed on global equities who want the additional benefit of regular income.

“Since its inception over 10 years ago, the Plato Global Shares Income Fund has delivered great long-term outcomes for clients as a stand-alone solution, or as an allocation blended with our flagship Australian equity income strategy. It utilises the same investment process – including our red flags risk management system – and the same dividend rotation strategy as our Australian income Fund, just within a broader universe of stocks.”

The Plato Global Shares Income Fund has received a ‘Recommended’ rating from Zenith Investment Partners and a ‘Recommended’ rating from Lonsec Research.