WHF
Whitefield Industrials Limited
🇦🇺 ASX
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 2.16%
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
🌏
253
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
+37.32%
1M
1Y
10Y
Graph
Table
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Determine how long you will need to invest to reach your goals
Try it out →💰 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
* 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
💼
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*
$5.74
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in WHF
253
📊 Total Capital Earnings
$2M
🔃 Average investment frequency
42 weeks
💵 Average investment amount
$4,291
⏰ Last time a customer invested in WHF
1 day
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
21%
35 - 90
74%
🙋 Legal gender of investors
Female
60%
Male
40%
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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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