Individuals (Wholesale Only)

To learn more please contact investor relations:

T: +61 3 8613 1111
E: Investor Relations

Warakirri Concentrated Australian Equities Fund

Overview

Established in April 1996, the Warakirri Concentrated Australian Equities Fund (WCAEF) provides investors with access to one of Australia’s leading active Australian equities managers, Northcape Capital. Northape’s high calibre Portfolio Management team seek to invest in sustainable, high quality companies with attractive valuations listed on the Australian Securities Exchange (ASX). They believe that protecting capital in down markets is the foundation for superior returns over the long term and have a strong and practical approach to risk that focuses on avoiding companies that are structurally challenged, highly geared or have poor ESG standards. The WCAEF aims to outperform the broader market over the medium to long term. The fund typically holds 15-30 companies. All trust income is distributed quarterly to investors.

Performance

As at 30 September 2019, the WEF has returned +10.4% p.a. (after fees) since its 1996 inception. This is +1.3% p.a. (after fees) in excess of the S&P/ASX 300 Accumulation Index.

For a more detailed summary of performance, please contact investor relations on +61 3 8613 1111 or investorrelations@warakirri.com.au
Key Attributes

Access to a Proven Investment Manager

Northcape Australian Equities Team

Consistent & Proven Investment Approach

  • Northcape’s proven process is evident in their long and consistent track record of outperformance in Australian equities dating back to 2005.
  • The Australian equities team have managed money within the WCAEF for many years and have delivered strong performance over that time.
  • Northcape was recently recognized by the prestigious Australian Fund Managers Foundation, winning the ‘2019 Golden Bull Award’ for best Australian Equity Strategy category.