If you were to guess what’s in the portfolio of income specialist, Plato Investment Management, you probably wouldn’t have put growth juggernaut, CSL, on your list. But sure enough, they have it in there.
We had Plato’s Peter Gardner in the Livewire studio recently, so asked him what the reasoning was for this holding. Peter made the point that diversification is just as essential in an income fund as it is in any other fund, and that Plato seeks to build a ‘market-like portfolio that also produces a high level of income’. He then went on to list two other growth stocks that they like. Find out which in this short video.
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Plato Investment Management is an Australian owned boutique equities fund manager specialising in maximising retirement income for pension phase investors and SMSFs. To find out more click "contact us" below.