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Whitefield Industrials Limited (WHF) investor relations material

Whitefield Industrials Limited Investor Update summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Investor Update summary21 Aug, 2025

Strategy overview and performance

  • Whitefield Income has a nearly five-year track record, with seven months as a listed entity and four years as an unlisted fund.

  • The strategy focuses on ASX 300 equities, rotating into companies during peak income and dividend cycles to maximize returns.

  • Regular monthly franked dividends commenced in April, delivering on the objective of consistent income.

  • Net profit after tax for the first seven months was $7.9 million, translating to 4.9¢ earnings per share.

  • Income patterns remain consistent with prior years, supporting the strategy's reliability.

Dividend and asset backing

  • Dividends are paid at a rate equating to 8% (including franking credits) of the IPO price, as anticipated.

  • Asset backing increased from $1.25 at IPO to $1.26 at year-end and $1.30 by July.

  • Net asset backing growth reflects income generation, tax, expenses, and dividend payouts.

Investment performance and portfolio rotation

  • Gross income since IPO was 6.5%, with a rolling year at 11.4%, and total return for the year at 18.8%, outperforming the ASX 300 Equal Weight Index by over 7%.

  • Share price total return since IPO was just under 10% over seven months.

  • The portfolio actively rotates sector exposures to capture dividend cycles, with recent emphasis on real estate investment trusts.

  • Sector rotation is both seasonal and responsive to changing market opportunities.

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Frequently asked questions

Whitefield Industrials Limited is an Australian investment company that focuses on managing a diversified portfolio of Australian equities, primarily targeting industrial and service sector companies. The company seeks to provide shareholders with regular income and long-term capital growth by investing in sectors such as healthcare, consumer services, financials, and infrastructure. The company is headquartered in Sydney, Australia, and its shares are listed on the ASX.

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