Washington H. Soul Pattinson

Description

The WHSP Large Caps Portfolio is managed to provide long-term capital preservation and an attractive income stream through investment in a concentrated Australian equities portfolio.

Objective

The aim of the WHSP Large Caps Portfolio is to deliver capital growth and a yield that exceeds the market through-the-cycle. To achieve its investment objectives, the Portfolio will invest in securities that are listed on the ASX.

Fund Information

INCEPTION	November 2018
STYLE	Long only, dividend yield focus
DISTRIBUTION FREQUENCY	Half yearly
HOLDINGS	Typically 20 to 30 Australian listed securities
INVESTMENT HORIZON	7 years or more
MANAGEMENT FEE	Fixed fee equivalent to 0.10% of total assets
PERFORMANCE FEE	None

PORTFOLIO MANAGERS	Tom Millner (Lead Portfolio Manager)
	Will Culbert