WHF
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Whitefield Industrials Limited

🇦🇺 ASX

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 2.14%
Annual Growth

5 years average annual growth

💰

3.98%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

251
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Whitefield Industrials Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. Whitefield Industrials Limited is an Australia-based investment company holding a diversified portfolio of Australian Securities Exchange (ASX) listed Industrial (non-resource) shares. The firm's principal activity is to invests in companies and trusts listed on the ASX. The firm's return objective includes a reliable stream of franked income; risk adjusted return higher than average of peer group, and portfolio return 0-100 basis points above the benchmark (S&P/ASX200 Industrials Accumulation) over rolling five-year periods. Its risk objective is to have a lower degree of variation against benchmark (target 0.7% - 1.0% tracking error). The company invests in various sectors, such as banks, health care, consumer discretionary, non-bank financials, industrials, real estate, consumer staples, communication services, information technology, materials and utilities. The firm's investment manager is Whitefield Capital Management Pty Ltd.

📈 Performance

Price History

+32.63%

1M

1Y

10Y

Graph

Table

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💵 Investing amount calculator

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

3.98%

💰 Annual Dividend Earnings Per $1,000 invested**

$39.81

💰 Most Recent Dividend Franked Percentage Estimate

100.00%

💰 Average Dividend Franked Percentage Estimate

100.00 %

💰 Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Estimate your dividend

If you held

$

of WHF, your last dividend payment(s) would have been:

$ 281.05

on Thu Jun 13 2024

$ 282.14

on Wed Dec 13 2023

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.20

100.00%

2022

$0.20

100.00%

2021

$0.20

100.00%

2020

$0.20

100.00%

2019

$0.20

100.00%

2018

$0.19

100.00%

2017

$0.17

100.00%

2016

$0.17

100.00%

2015

$0.17

100.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

N/A
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$5.69

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WHF

251

📊 Total Capital Earnings

$2M

🔃 Average investment frequency

41 weeks

💵 Average investment amount

$4,303

Last time a customer invested in WHF

5 days
WHF investor breakdown
💵 Income of investors

More than 200k

150k - 200k

8%

100k - 150k

23%

50k - 100k

35%

Less than 50k

26%
👶 Age of investors

18 - 25

26 - 34

22%

35 - 90

73%
🙋 Legal gender of investors

Female

61%

Male

39%

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Whitefield Industrials Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. Whitefield Industrials Limited is an Australia-based investment company holding a diversified portfolio of Australian Securities Exchange (ASX) listed Industrial (non-resource) shares. The firm's principal activity is to invests in companies and trusts listed on the ASX. The firm's return objective includes a reliable stream of franked income; risk adjusted return higher than average of peer group, and portfolio return 0-100 basis points above the benchmark (S&P/ASX200 Industrials Accumulation) over rolling five-year periods. Its risk objective is to have a lower degree of variation against benchmark (target 0.7% - 1.0% tracking error). The company invests in various sectors, such as banks, health care, consumer discretionary, non-bank financials, industrials, real estate, consumer staples, communication services, information technology, materials and utilities. The firm's investment manager is Whitefield Capital Management Pty Ltd.

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Whitefield Industrials Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. Whitefield Industrials Limited is an Australia-based investment company holding a diversified portfolio of Australian Securities Exchange (ASX) listed Industrial (non-resource) shares. The firm's principal activity is to invests in companies and trusts listed on the ASX. The firm's return objective includes a reliable stream of franked income; risk adjusted return higher than average of peer group, and portfolio return 0-100 basis points above the benchmark (S&P/ASX200 Industrials Accumulation) over rolling five-year periods. Its risk objective is to have a lower degree of variation against benchmark (target 0.7% - 1.0% tracking error). The company invests in various sectors, such as banks, health care, consumer discretionary, non-bank financials, industrials, real estate, consumer staples, communication services, information technology, materials and utilities. The firm's investment manager is Whitefield Capital Management Pty Ltd.

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⛏️ MINING

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