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Whitefield Income Limited

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

-12.02%
Growth

4 months capital growth

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

9
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž 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.

๐Ÿ“ˆ Performance

Price History

-4.00%

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*

$1.20

*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

9

๐Ÿ“Š Total Capital Earnings

$165K

๐Ÿ”ƒ Average investment frequency

18 weeks

๐Ÿ’ต Average investment amount

$5,579

โฐ Last time a customer invested in WHI

8 days
WHI investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

13%

50k - 100k

27%

Less than 50k

47%
๐Ÿ‘ถ Age of investors

18 - 25

11%

26 - 34

22%

35 - 90

67%
๐Ÿ™‹ Legal gender of investors

Female

22%

Male

78%

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๐Ÿค– TECHNOLOGY

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