WHI
Whitefield Income Limited
๐ฆ๐บ ASX
๐ Overview
๐ Performance
๐ต Cost
๐ค Advanced
๐จโ๐ฉโ๐งโ๐ฆ Community
๐
-12.02%
Growth
4 months capital growth
๐ต
$ 500
Minimum Order
Due to regulatory requirements
๐
9
Pearlers Invested
Since January 2020
๐ Overview
Key information
๐ Fund Overview
Whitefield Income Ltd. is an investment company. The company is headquartered in Sydney, New South Wales. The company went IPO on 2024-12-11. The firm aims to provide investors with an investment return from a diverse, actively managed strategy that systematically invests in S&P/ASX300 shares over their income recognition and dividend payment periods and which distributes return to shareholders through monthly franked dividends. The company invests in a diverse and actively managed portfolio of 70-100 equity securities, primarily from within the S&P/ASX300 universe. Its strategy seeks to benefit from the systematic mispricing of Australian shares over their income recognition and dividend payment periods and an orientation of the portfolio towards profitable, cash flow generative and dividend paying companies. Its fund manager is Whitefield Capital Management Pty Limited.
๐ Performance
Price History
-4.00%
1M
All Time
Graph
Table
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๐ผ
N/A
Management Fee
Included in unit price, not charged by Pearler
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Technical Info
๐ฐ Price*
$1.20
*Price may be up to 24 hours old
๐ฉโ๐ฉโ๐ฆ Community Insights
How our community is investing
๐ Pearlers invested in WHI
9
๐ Total Capital Earnings
$165K
๐ Average investment frequency
18 weeks
๐ต Average investment amount
$5,579
โฐ Last time a customer invested in WHI
8 days
WHI investor breakdown
๐ต Income of investors
More than 200k
150k - 200k
100k - 150k
13%
50k - 100k
27%
Less than 50k
47%
๐ถ Age of investors
18 - 25
11%
26 - 34
22%
35 - 90
67%
๐ Legal gender of investors
Female
22%
Male
78%
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๐ธ FINANCIALS
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Argo Investments Ltd is a AU-based company operating in industry. The company is headquartered in Adelaide, South Australia. Argo Investments Limited is an Australia-based listed investment company (LIC). The firm manages a diversified portfolio of Australian shares with an internally managed business model. The principal activities of the Company include the investment of funds in Australian listed securities and short-term interest-bearing securities. Its investment objective is to maximize long-term shareholder returns through reliable fully franked dividend income and capital growth. Its investment portfolio comprises approximately 90 Australian companies from across a range of industries. Its portfolio includes investments in various sectors, such as materials, other financials, banks, healthcare, consumer staples, industrials, energy, consumer discretionary, property, utilities, listed investment companies, and others. Its subsidiary, Argo Service Company Pty Ltd, is engaged in providing investment management and administration operations for the Company.
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๐ Share price
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๐ Share price
$1.56 AUD
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๐ค TECHNOLOGY
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