asset_category:
peer_benchmark:
broad_market_index:
manager_contact_details: Array
ticker: WIC
release_schedule:
structure: Listed Investment Company
commentary_block:
factsheet_url:
fund_features:
Westoz Investment Company Limited (WIC) is a listed investment company incorporated in Australia. The Company’s objective is to generate a positive return over the medium to long-term, regardless of the movements of the broader share market, from an actively managed portfolio of small to mid cap ASX listed investments and provide shareholders with a consistent stream of dividends. Stocks selected within the portfolio are generally outside the Top 100 and will typically have a connection to Western Australia whether it be through their assets, operations and/or management.
- The portfolio will consist of between 10 and 25 stocks.
- Any short positions will not represent more than 20%.
- Leverage may be employed, but total exposure will not exceed 120%.