Whitefield Ltd
About this Fund
Fund Detail
PDS | |
FUND MANAGER | White Funds Management |
ASX Code | WHF* |
APIR | |
ASSET CLASS | LISTED INVESTMENT COMPANY |
INVESTMENT STYLE | WHF invests in a diversified portfolio of industrial (non-resource) shares listed on the ASX. |
INVESTMENT PROFILE | WHF seeks to build shareholder wealth through the delivery of reliable, cost efficient outcomes. |
CURRENCY MANAGEMENT | Unhedged |
INCEPTION DATE | |
BENCHMARK | S&P/ASX200 Industrials Accumulation Index |
FUND SIZE | S&P/ASX200 Industrials Accumulation Index |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 0.25% p.a. |
STRUCTURE |
Benefits
Benefits | Benefits of investing in WHF
|
RISK LEVEL | |
INVESTOR SUITABILITY |
Risks
Title | |
Detail |
Key Features
About the FundWhitefield is an ASX listed investment company that seeks to build shareholder wealth through the delivery of reliable, cost efficient outcomes. We invest in a diversified portfolio of industrial (non-resource) shares listed on the Australian Stock Exchange. Philosophy & StrategyWhitefield seeks to capitalise on the most persistent and reliable sources of excess return Whitefield considers that the more persistent and reliable sources of excess return are the regular and systematic divergences between fundamentals and expectations attributable to human behavioural bias. We seek to capitalise on this by:
Investment StyleStyle-Agnostic One dimensional investment styles (such as value or growth), have a tendency to be cyclical or inconsistent, delivering poor returns over the extended periods where market conditions move against those styles. Rather than follow the vagaries of any one specific investment style, Whitefield's investment process is style agnostic. Investment ObjectiveTo generate portfolio total returns that are higher than the S&P/ASX200 Industrials Accumulation Index over rolling 5 year periods, and to do so on a better risk adjusted basis than the company's peer group. |
Mandate
How we invest your moneyWhitefield seeks to deliver accuracy, breadth and efficiency through its investment process. Important elements of our process are:
Investment UniverseASX listed entities that are members of the S&P/ASX200 Industrials Index. Australian Industrial Shares (being all sectors of the market other than resources) have characteristics that assist Whitefield in delivering upon its objectives of return and reliability. Over many decades Australian industrial shares have delivered both a higher level of income and a higher total return with lower volatility than the broad market. Australia's position as a politically safe and geographically attractive country is likely to continue to result in higher population growth and higher affluence than for many other economies. These trends are likely to provide a supportive base over an extended period for the Australian industrial economy. |