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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.
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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