After-Tax Australian Equities
Warakirri's first Charitable Australian Equities Trust was established in 1993 and first multi-manager fund was established in 1996. Warakirri offers a range of innovative, non-mainstream charitable and multi-manager Australian equities funds. For further information on each of the funds listed below please click on the links.
Warakirri Endeavour FundThe Warakirri Endeavour Fund ("WEF") is a diversified Australian equities fund which provides investors with access to an exclusive blend of high quality seasoned and emerging Australian equities managers. The WEF's focus is on maximising after-tax returns for corporate tax rate investors and sophisticated investors with a moderate to high tax rate. Performance is measured against an after-tax benchmark based on the S&P/ASX 300 Accumulation Index.
Warakirri New Dimensions FundThe Warakirri New Dimensions Fund ("WNDF") invests via seasoned Australian equities managers, giving them the chance to demonstrate their skills by managing concentrated "best ideas" portfolios unique to the fund. The WNDF's focus is on maximising after-tax returns for accumulation phase Australian superannuation investors. Performance is measured against an after-tax benchmark based on the S&P/ASX 300 Accumulation Index.
Warakirri Small Companies FundThe Warakirri Small Companies Fund ("WSCF") is a broadly diversified small capitalisation Australian equities fund. It aims to capture the performance potential of a select group of investment managers while reducing the risk of exposure to any one manager. The WSCF focuses on maximising after-tax returns for accumulation phase Australian superannuation investors. Performance is measured against an after-tax benchmark based on the S&P/ASX Small Ordinaries Accumulation Index.
Warakirri Australian Equities Pensions and Charities FundThe Warakirri Australian Equities Pensions and Charities Fund ("WAEPCF") is a broadly diversified Australian equities fund that invests in quality Australian equities managers that have the ability to manage to the underlying investors' tax status (i.e. tax-exempt with the benefit of franking credits).The WAEPCF's focus is on maximising after-tax returns for tax-exempt investors. Performance is measured against an after-tax benchmark based on the S&P/ASX 300 Accumulation Index.
Warakirri Charitable Australian Equities Trusts (ethical overlay)The Warakirri Charitable Australian Equities Trusts offer tax-exempt organisations access to an Investment Committee comprising of very experienced investment managers specialising in Australian equities, via trusts managed specifically to their tax-exempt status.The Trusts focus on maximising after-tax returns for tax-exempt investors by generating income and capital growth from a diversified portfolio of listed Australian shares, in a manner consistent with the long term goals of Charitable and Not for Profit organisations. Performance of both Trusts is measured against an after-tax benchmark based on the S&P/ASX 300 Accumulation Index.
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