WHSP Large Cap Portfolio

Description

The WHSP Large Cap Portfolio is a high conviction portfolio of quality Australian ASX listed companies that can provide an attractive income stream and long term capital preservation.

Objective

The strategy aims to deliver capital growth and a yield that exceeds the market through the cycle.

Fund Information

InceptionNovember 2018
StyleLong only, dividend yield focus
Distribution Frequency Half yearly
HoldingsTypically 20 to 30 Australian listed securities
Investment Horizon7 years or more
Management FeeFixed fee equivalent to 0.10% of total assets
Performance FeeNone
Portfolio ManagersTom Millner (Lead Portfolio Manager)
Will Culbert