Superannuation & Pension Investors

To learn more please contact investor relations:

T: +61 3 8613 1111
E: Investor Relations

Warakirri New Dimensions Fund

Overview

The Warakirri New Dimensions Fund (WNDF) manages assets from the perspective of an accumulation phase Australian superannuation fund investor, assuming a 15% tax rate.

The WNDF is a multi-manager fund of seasoned Australian equities managers with concentrated, "best ideas" mandates generally unique to the fund (typically each manager will hold less than 25 stocks in their portfolio).

These mandates offer a higher tolerance for tracking error and therefore allow the underlying managers to fully demonstrate their skills by choosing their highest conviction stocks with less pressure to "hug" the benchmark.

 
 
Performance

As at 30 June 2017, the WNDF has returned +9.9% p.a. (after fees) since its 2002 inception. This is +1.9% p.a. (after fees) in excess of the S&P/ASX 300 Accumulation Index.

 
WNDF
For a more detailed performance summary, please contact investor relations on +61 3 8613 1111 or investorrelations@warakirri.com.au
 
 
Who does this investment suit?

The Warakirri New Dimensions Fund is best suited to:

Australian superannuation accumulation phase (15% tax-rate) investors
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Investors who have an investment horizon of 5 years+
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Investors seeking diversification across different managers
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 Key Attributes

Access to Proven Investment Managers

Current managers are:

  • Alliance Bernstein
  • Cooper Investors
  • Greencape Capital
  • Martin Currie
  • Sterling Capital
  • Ubique Asset Management

Consistent & Proven Investment Approach

Warakirri adds value through active management by:

  • Rigorously analysing of managers and their stock portfolios.
  • Constructing portfolios of managers with different styles.
  • Blending managers to mitigate individual portfolio manager, single firm or style risk.
  • Intensive ongoing monitoring – typically onsite discussions with each manager at least twice per quarter.