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WHI - Whitefield Income Limited

Dona Ferentes

Did the Thessalonians write back?
Joined
11 January 2016
Posts
20,006
Reactions
27,523
Listing date11 December 2024 #
Contact detailshttps://www.whitefield.com.au/whitefield-income/
Ph: +61 2 8215 7900
Principal ActivitiesListed Investment Company focused on investing in ASX300 listed securities.
Issue PriceAUD 1.25
Issue TypeOrdinary Fully Paid Shares
Security codeWHI
Capital to be Raised$250,000,000
Expected offer close date26 November 2024
UnderwriterNot underwritten. Taylor Collison Limited, Morgans Financial Limited, Ord Minnett Limited, Shaw and Partners Limited (Joint Lead Managers)
 
trading at $1.31

Note the big change in allocations, month to month

SECTOR BREAKDOWN

.
because at end Dec, REITs were 8 of the top 10 holdings and top of the pile

.
Is this just a dividend Harvester?
 
at last some more info

although there will be some duplication of exposure in my portfolio , they are NOT the usual suspects

very interesting

they are smoothing dividends

***

The company’s total return has been 0.9% ahead of its benchmark (S&P/ASX300
Equal weight index) over the 4 months since listing

***

i may dip a toe in , sooner rather than later , to go in parallel to the PL8 holding

i do not hold this share , currently
 

Attachments

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UPDATE May 2025
Whitefield Industrials Year End
Whitefield Income Mid Year

i hold neither share ( currently )

am still stalking WHI ( for the monthly income )

but am not totally averse to dipping a toe into WHF ( at an attractive entry price )
 

Attachments

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