Whitefield Industrials is Australia’s longest operating listed investment company, serving investors for over 100 years

Investment characteristics

AN ASX LISTED INVESTMENT COMPANY

Whitefield Industrials is an ASX listed investment company [ASX Code: WHF]. Investors may purchase shares in WHF on ASX via a stockbroker.

Find out more about LICs

 

A BALANCE OF RELIABILITY AND RISK CONTROL

The company’s highly diversified portfolio and wide spread of strategic overweight and underweight positions relative to its S&P/ASX200 Industrials Index benchmark provide the potential for outperformance with a limited risk of material underperformance.

A GROWING STREAM OF FRANKED DIVIDENDS AND ACCOMPANYING CAPITAL GROWTH

Whitefield Industrial’s Ordinary shares seek to provide investors with a stream of franked dividends and the potential for growth in both dividends and capital value over time.

CONCENTRATING ON INDUSTRIALS

Whitefield Industrials holds a diversified portfolio of approximately 160 shares from within the S&P/ASX200 Industrials universe (which consists of all sectors of the ASX other than resources).

This approach seeks to benefit from exposure to the long term growth and sustainability of the Australian industrial economy, the historically lower volatility of companies operating in non-resource industries and has the benefit of lowering exposure to fossil fuel producers and emitters.

AN ASX LISTED INVESTMENT COMPANY

Whitefield Industrials is an ASX listed investment company [ASX Code: WHF]. This provides investors with the convenience of buying shares in Whitefield Industrials on ASX via a stockbroker.

Find out more about LICs

A GROWING STREAM OF FRANKED DIVIDENDS AND ACCOMPANYING CAPITAL GROWTH

Whitefield Industrial’s Ordinary shares seek to provide investors with a stream of franked dividends and the potential for growth in both dividends and capital value over time.

CONCENTRATING ON INDUSTRIALS

Whitefield Industrials holds a diversified portfolio of approximately 160 shares from within the S&P/ASX200 Industrials universe (which consists of all sectors of the ASX other than resources).

This approach seeks to benefit from exposure to the long term growth and sustainability of the Australian industrial economy, the historically lower volatility of companies operating in non-resource industries and has the benefit of lowering exposure to fossil fuel producers and emitters.

A BALANCE OF RELIABILITY AND RISK CONTROL

The company’s highly diversified portfolio and wide spread of strategic overweight and underweight positions relative to its S&P/ASX200 Industrials Index benchmark provide the potential for outperformance with a limited risk of material underperformance.

NET ASSET BACKING PRE-DEFERRED TAX 2,3

WHF$6.22

FULLY FRANKED ANNUAL DIVIDEND 4,5

WHF20.5c

GROSS ANNUAL DIVIDEND YIELD INCLUDING FRANKING 4,5,6

WHF5.1%

GROSS ASSETS 3

$752m

1 Delayed by 20 minutes
2 Per ORD share
3 At 31 Oct 2024
4 Dividends are paid at the discretion of the company and are not guaranteed
5 Dividends are those paid for the last financial year
6 As a percentage of current share price

Performance summary As at 31 Oct 2024

PORTFOLIO RETURNS 1
1 YEAR PA
3 YEARS PA
5 YEARS PA
10 YEARS PA
Portfolio return
1 YR PA
3 YR PA
5 YR PA
10 YR PA
20 YR PA
34.59%
7.21%
8.05%
8.09%
Benchmark return 2
1 YR PA
3 YR PA
5 YR PA
10 YR PA
34.67%
7.25%
7.85%
8.20%
Performance differential from benchmark
1 YR
3 YR
5 YR
10 YR
20 YR
SHAREHOLDER RETURNS 3
1 YEAR PA
3 YEARS PA
5 YEARS PA
10 YEARS PA
Share price plus dividends
1 YR PA
3 YR PA
5 YR PA
10 YR PA
14.66%
4.66%
7.63%
8.77%
Asset backing 4 plus dividends
1 YR PA
3 YR PA
5 YR PA
10 YR PA
36.38%
8.17%
8.81%
8.87%
1 Both Portfolio and Benchmark returns are before expenses and Whitefield company tax and do not include franking credits 1 Both Portfolio and Benchmark returns are per annum and before expenses and Whitefield company tax
2 Benchmark is the S&P/ASX 200 Industrials Accumulation Index 3 Shareholder returns are after all expenses and company tax incurred and are gross of franking credits attached to dividends 3 Returns are per annum and are after all expenses and after the payment or provision of company tax by Whitefield
4 Asset Backing refers to Net Asset Backing before deferred capital gains tax

WHF share capital

ORDINARY SHARES (WHF)

Ordinary Shares provide an investor with exposure to changes in the underlying capital value of the company as well as an entitlement to receive ordinary share dividends as declared by the directors from time to time.

Ordinary Shares carry a right to vote on Company matters.

Dividend plans

Whitefield Industrials offers a Dividend Reinvestment Plan and a Dividend Substitution Plan. Details can be found in each Plan’s explanatory booklet.

Dividend Reinvestment Plan
Dividend Substitution Plan

Corporate Governance

Corporate Governance Statement
Board Charter
Remuneration Committee Charter
Nomination Committee Charter
Audit & Risk Committee Charter
Code of Conduct & Ethics
Disclosure Policy
Risk Management Policy
Diversity Policy
Securities Trading Policy
Privacy Policy

SUITABILITY

Whitefield Industrials Ltd is suitable for investors:

  • Seeking a combination of franked dividend income and potential capital growth from a portfolio of Australian industrial shares;
  • Seeking to invest through an ASX listed investment company structure; and
  • Whose financial situation, needs and objectives are such that they can accommodate the variability of dividend income and capital value associated with such an investment.

Investors should understand that:

  • Dividends and income from Australian shares (including shares in Whitefield Industrials Ltd) are variable and may rise or fall over time;
  • The prices at which Australian shares (including shares in Whitefield Industrials Ltd) trade on ASX are variable, may rise or fall over time and may differ from the company’s Net Asset Value.

Investors should carefully consider their financial situation, needs and objectives and should fully understand the features, benefits and risks of an investment prior to investing. Investors may wish to consult their financial or professional advisor/s to assist them.