WHFPA
Asset Logo

Whitefield Industrials Limited

πŸ‡¦πŸ‡Ί ASX

Compare
Add to watchlist
πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

N/A
Annual Growth

5 years average annual growth

πŸ’°

8.00%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

0
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž 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.

πŸ“ˆ Performance

Price History

-23.08%

1M

10Y

Graph

Table

Unsure how much or often to invest?
πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out β†’
πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out β†’
⏱️ Investing duration calculator

Determine how long you will need to invest to reach your goals

Try it out β†’

πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

8.00%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$80.00

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

100.00 %

πŸ’° 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 WHFPA, your last dividend payment(s) would have been:

$ 571.43

on Fri Dec 13 2024

$ 571.43

on Thu Jun 13 2024

*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

$0.08

100.00%

2023

$0.08

100.00%

2022

$0.08

100.00%

2021

$0.08

100.00%

2020

$0.08

100.00%

2019

$0.08

100.00%

2018

$0.08

100.00%

2017

$0.08

100.00%

2016

$0.08

100.00%

2015

$0.08

50.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

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

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$1.00

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in WHFPA

0

πŸ“Š Total Capital Earnings

N/A

πŸ”ƒ Average investment frequency

N/A

πŸ’΅ Average investment amount

N/A

⏰ Last time a customer invested in WHFPA

2 days
WHFPA investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

Less than 50k

πŸ‘Ά Age of investors

18 - 25

26 - 34

35 - 90

πŸ™‹ Legal gender of investors

Female

Male

Pearlers who invest in WHFPA also invest in...

Whitefield Investment Portfolio

WHF

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.

πŸ™Œ Performance (5Yr p.a)

1.36%

πŸ“Š Share price

$5.51 AUD

πŸ’° HIGH DIVIDEND

Find Out More

VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

πŸ™Œ Performance (5Yr p.a)

14.02%

πŸ“Š Share price

$140.17 AUD

⛳️ DIVERSIFIED

πŸ“ˆ HIGH PRICE GROWTH

🌏 GLOBAL

πŸ€– TECHNOLOGY

ACDC.AX was created on 2018-08-30 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Battery ValueChain Index (the Index).

πŸ™Œ Performance (5Yr p.a)

13.71%

πŸ“Š Share price

$87.09 AUD

🌏 GLOBAL

πŸ›οΈ CONSUMER

πŸ“ˆ HIGH PRICE GROWTH

🏭 INDUSTRIALS

SYI.AX was created on 2010-09-28 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 452.85m in AUM and 62 holdings. The SPDR MSCI Australia Select High Dividend Yield Fund seeks to closely track, before fees and expenses, the returns of the MSCI Australia Select High Dividend Yield Index.

πŸ™Œ Performance (5Yr p.a)

-0.65%

πŸ“Š Share price

$28.97 AUD

πŸ‡¦πŸ‡Ί AUSTRALIA

πŸ’Έ FINANCIALS

πŸ’° HIGH DIVIDEND

QUAL.AX was created on 2014-10-29 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

πŸ™Œ Performance (5Yr p.a)

17.99%

πŸ“Š Share price

$58.44 AUD

πŸ€– TECHNOLOGY

🌏 GLOBAL

🩺 HEALTH CARE

πŸ“ˆ HIGH PRICE GROWTH

πŸ“ž COMMUNICATIONS

Want more shares? Try these...

WHI

πŸ“Š Share price

$1.29 AUD

WhiteHawk Ltd. engages in e-commerce cybersecurity exchange. The company is headquartered in Perth, Western Australia. The company went IPO on 2018-01-24. The company enables businesses and organizations to take smart action against online crime, fraud, and disruption. The company has developed an online cyber risk to resilience focused cybersecurity exchange platform of end-to-end cyber risk software as a service and platform as a service (PaaS) products and services, providing automated and scalable cyber risk scoping, prioritization and mitigation solutions for businesses and organizations of all sizes. Its product lines include the Cyber Risk Radar focused on automated cyber-supply chain risk management; the Cyber Risk Program focused on mid to large companies, and the Cyber Risk Scorecard, an automated assessment of a company’s threat landscape, priority risks, maturity, compliance, plus an actionable risk mitigation strategy. The company operates in the retail, consulting and business intelligence segments, being a business-to-business e-commerce cybersecurity exchange.

πŸ™Œ Performance (5Yr p.a)

-17.38%

πŸ“Š Share price

$0.01 AUD

πŸ€– TECHNOLOGY

Whitehaven Coal Ltd. engages in the development and operation of coal mines. The company is headquartered in Sydney, New South Wales. The company went IPO on 2007-06-01. The company is focused on the development and operation of coal mines in New South Wales (NSW) and Queensland (QLD). Its segments include NSW Operations and QLD Operations. The company operates six mines (five open-cut and one large underground mine) in the Gunnedah Coal Basin of NSW and Bowen Basin of QLD. Its assets include Maules Creek Mine, Narrabri Mine, Vickery Extension Project, Werris Creek Mine, Gunnedah CHPP, Winchester South Project, Narrabri Stage-3 Extension Project, Rocglen Mine, Sunnyside Mine, Canyon Mine, Daunia Mine, and Blackwater Mine. Its development projects include the Vickery project, Winchester South project and the Narrabri Stage 3 Extension project. The Tarrawonga open cut mine produces high-quality thermal coal and semi-soft coking coal. Vickery Extension Project is a proposal to construct an open-cut coal mine and associated on-site infrastructure about 25 kilometers north of Gunnedah.

πŸ™Œ Performance (5Yr p.a)

27.27%

πŸ“Š Share price

$5.98 AUD

πŸ’° HIGH DIVIDEND

πŸ“ˆ HIGH PRICE GROWTH

⚑️ ENERGY

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.

πŸ™Œ Performance (5Yr p.a)

1.36%

πŸ“Š Share price

$5.51 AUD

πŸ’° HIGH DIVIDEND

Compare
Add to watchlist