Plato Income Maximiser Ltd. · ASX:PL8

Plato Income Maximiser — Shareholder Meeting (November 2019)

23 slides from Plato Income Maximiser's shareholder meeting presentation, Nov 6, 2019

1. Slide 1: Annual General Meeting

   ANNUAL GENERAL MEETING For personal use only

2. Slide 2: Disclaimer

   For personal use only Disclaimer

3. Slide 3: Market Update

   For personal use only Market Update

4. Slide 4: FY 2019: a dividend bonanza in Australia

   FY 2019: a dividend bonanza in Australia For personal use only • • • • •

5. Slide 5: Cash rates are very low for "an extended period"

   Cash rates are very low for “an extended period” For personal use only “It is reasonable to expect that an extended period of low interest rates will be required in Australia ...” Philip Lowe, RBA Governor: Monetary Policy Decision 3 September 2019.

6. Slide 6: Record low interest rates pushed market to a high in July

   Record low interest rates pushed market to a high in July For personal use only • • • • •

7. Slide 7: Dividend increases significantly outweigh decreases

   Dividend increases significantly outweigh decreases For personal use only

8. Slide 8: Year on Year growth in dividends positive

   Year on Year growth in dividends positive For personal use only

9. Slide 9: Reporting season highlights and lowlights

   Reporting season highlights and lowlights For personal use only Highlights: • • • • Lowlights: • •

10. Slide 10: Big Aussie income stocks still doing it tough!

    Big Aussie income stocks still doing it tough! For personal use only “... Australia is poorly diversified”

11. Slide 11: Don't forget the franking!

    Don’t forget the franking! For personal use only 3.1%p.a. price, 7.7% accumulation, 9.3%p.a. including franking Total returns 54%, 186% and 251% respectively

12. Slide 12: PL8 Investment Strategy

    For personal use only PL8 Investment Strategy

13. Slide 13: Dividend rotation combined with good value

    Dividend rotation combined with good value For personal use only Dividend + Franking + Run up = Sustainable capture capture capture Income Good value, quality long term holdings: Good Value – Earnings, cash flow, EBITDA High Quality – cash and profitability, avoid red flags Good business momentum –

14. Slide 14: Winning by not losing - avoiding dividend traps

    Winning by not losing - avoiding dividend traps For personal use only

15. Slide 15: PL8 invests into the Plato Australian Shares Income Fund

    PL8 invests into the Plato Australian Shares Income Fund For personal use only

16. Slide 16: Performance comparisons – before and after franking

    Performance comparisons – before and after franking For personal use only

17. Slide 17: Plato Australian Shares Income Fund

    Plato Australian Shares Income Fund For personal use only 18.0% 16.0% 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% RBA Cash Rate S&P/ASX 200 Fund

18. Slide 18: PL8 delivering high income

    PL8 delivering high income For personal use only 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% RBA Cash Rate S&P/ASX 200 Fund PL8

19. Slide 19: PL8 delivering high income

    PL8 delivering high income For personal use only 14.0% 12.0% 10.0% 8.0% 6.0% 4.0% 2.0% 0.0% RBA Cash Rate S&P/ASX 200 Fund PL8

20. Slide 20: Longer term performance of Plato income strategy

    Longer term performance of Plato income strategy For personal use only

21. Slide 21: Price has closely tracked NTA

    Price has closely tracked NTA For personal use only

22. Slide 22: Summary

    For personal use only 03 02 01 Summary

23. Slide 23: Thank you for joining us for our annual AGM

    For personal use only Thank you for joining us for our annual AGM

Plato Income Maximiser — Shareholder Meeting (November 2019) on 6ix