An investment in Australian shares provides exposure to businesses that benefit from Australia’s growing population, relative affluence and stable political environment. As a typically higher-return asset class, Australian shares can be an important contributor to successful long-term wealth accumulation.
At Whitefield we believe strong returns should never come at the expense of unnecessary risk. Our strategies are designed to deliver consistent, reliable outcomes including the potential for outperformance and a low risk of underperformance.
Delivering high quality returns over the long term is not about guesswork. Whitefield’s systematic, quantitative, data-based investment process maximises the consistency of decision making to generate superior outcomes for investors year after year.
An Australian Shares equity income strategy that aims to generate a high level of monthly franked dividends and strength of long-term total returns.
Gross assets
$363m
A diverse Australian Share strategy delivering strength of return and long-term growth in asset backing and quarterly franked dividends. The diverse non-resource portfolio has a 60% lower carbon emissions intensity than the full S&P/ASX200 and a stronger exposure to Australian non-resource businesses.
Gross assets
$726m
Whitefield Capital Management oversees private customised portfolios and funds designed and managed for institutional and large wholesale investors, in addition to its management of public investment funds. Our customised portfolios seek to provide investors with the reliability, efficiency and technical rigour of our proprietary systems.
Gross assets
$1,600m
