Charities & Not-For-Profit Investors
Warakirri Charitable Australian Equities Trust
Established in June 1993, the Warakirri Charitable Australian Equities Trust (WCAET) was Warakirri’s first offering for charitable and tax-exempt investors. Consisting of a portfolio of Australian equities, the WCAET is managed by our high calibre Charitable Investment Committee, who seek to invest in sustainable and undervalued companies listed on the Australian Securities Exchange (ASX). The WCAET incorporates the Warakirri Ethical Overlay and aims to outperform the broader market over the medium to long term. The trust typically holds 25-35 companies. All trust income is distributed quarterly to investors.
As at 31 December 2016, the WCAET returned +12.0% p.a. (after fees) since inception in 1993. This is +2.5% p.a. (after fees) in excess of the S&P/ASX 300 Accumulation Index and before the benefit of franking credits.
Who does this investment suit?
The Warakirri Charitable Australian Equities Trust is best suited to:
Stable and experienced Charitable Investment Committee
- Andrew Nolan
- John Nolan
- Andrew Sisson
- Large Cap specialist
- David Slack
- Small Cap specialist
- Peter Cooper | Stephen Thompson
- Broad Market specialists
Warakirri Ethical Overlay
Consistent & Proven Investment philosophy