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
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 | |