asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WHF
release_schedule:
structure: Listed Investment Company
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factsheet_url:
fund_features:
Whitefield Limited (WHF) was founded in 1923 and is one of Australia’s oldest listed investment companies. The Company provides exposure to ASX listed industrial stocks; therefore there will be little, if any, exposure to resource and energy stocks. WHF seeks to provide investors with a cost effective investment, that delivers long-term capital growth and a reliable and growing dividend stream. The company seeks to generate portfolio returns that are higher than the benchmark index (S&P/ASX 200 Industrials Accumulation Index) over rolling five year periods and to provide superior risk-adjusted returns than its peers. The Company seeks to achieve its objective through investment in a highly diversified portfolio of industrial securities.
- WHF has a diversified portfolio containing a significant number of stocks.
- The majority of its holdings are in S&P/ASX 200 Industrials Index companies, providing investors with exposure to the industrials sector of the market. The portfolio tends to have little or no exposure to resource stocks such as BHP and RIO.
- The portfolio largely tends to track the benchmark index, with the portfolio having a low tracking error to the benchmark, as highlighted in the Performance table.