WHI
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๐Ÿ‡ฆ๐Ÿ‡บ ASX

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๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ต Cost

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

+ 87.54%
Growth

0 months growth

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

5
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

Whitefield Income Limited

๐Ÿ“ˆ Performance

Price History

+3.20%

1M

All Time

Graph

Table

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๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
Management Fee

Included in unit price, not charged by Pearler

๐Ÿ’ธ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
๐Ÿ’ธ Net fee calculator

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$1.29

*Price may be up to 24 hours old

๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Community Insights

How our community is investing

๐ŸŒ Pearlers invested in WHI

5

๐Ÿ“Š Total Capital Earnings

N/A

๐Ÿ”ƒ Average investment frequency

0 days

๐Ÿ’ต Average investment amount

$5,201

โฐ Last time a customer invested in WHI

6 hours
WHI investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

17%

50k - 100k

33%

Less than 50k

33%
๐Ÿ‘ถ Age of investors

18 - 25

20%

26 - 34

20%

35 - 90

60%
๐Ÿ™‹ Legal gender of investors

Female

40%

Male

60%

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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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๐Ÿ“Š Share price

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๐Ÿ’ฐ HIGH DIVIDEND

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IVV.AX was created on 2007-10-10 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.

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๐Ÿ“Š Share price

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๐Ÿ“ˆ HIGH PRICE GROWTH

๐Ÿ‡บ๐Ÿ‡ธ UNITED STATES

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.

๐Ÿ™Œ Performance (5Yr p.a)

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๐Ÿ“Š Share price

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Australian Foundation Investment Company Ltd is a AU-based company operating in industry. The company is headquartered in Melbourne, Victoria. Australian Foundation Investment Company Limited is an investment company, which is focused on investing in Australian and New Zealand equities. Its investment objective is to pay a stable to growing dividend over time and to provide attractive total returns over the medium to long term. The company has two portfolios of securities: the investment portfolio and the trading portfolio. The investment portfolio holds securities which the Company intends to retain on a long-term basis and includes a small sub-component over which options may be written and an additional small sub-component of international (non-Australian/New Zealand listed) stocks. The trading portfolio consist of securities that are held for short term trading only, including call option contracts written over securities that are held in the specific sub-component of the investment portfolio and on occasion put options, and is relatively small in size. Its investment sectors include banks, industrials, healthcare, and others.

๐Ÿ™Œ Performance (5Yr p.a)

1.14%

๐Ÿ“Š Share price

$7.42 AUD

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๐Ÿ™Œ Performance (5Yr p.a)

-17.38%

๐Ÿ“Š Share price

$0.01 AUD

๐Ÿค– TECHNOLOGY

๐Ÿ“Š Share price

$0.00 AUD

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.

๐Ÿ™Œ Performance (5Yr p.a)

1.36%

๐Ÿ“Š Share price

$5.51 AUD

๐Ÿ’ฐ HIGH DIVIDEND

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.

๐Ÿ“Š Share price

$1.00 AUD
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