Washington H. Soul Pattinson
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.
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.
|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|
|PORTFOLIO MANAGERS||Tom Millner (Lead Portfolio Manager)|