Individuals (Wholesale Only)

Australian Equities

To learn more please contact investor relations:

T: +61 3 8613 1111
E: Investor Relations

Warakirri Endeavour Fund


Established in April 1996, the Warakirri Endeavour Fund (WEF) is a multi-manager Fund, that provides investors with access to an exclusive blend of high quality experienced and emerging Australian equities managers in a diversified fund. Blending seasoned managers with their emerging counterparts produces a fund that is capable of adding significant value over the long term.

The WEF is managed from the perspective of an Australian corporate tax rate (30% tax rate) investor who can utilise franking credits . The fund’s underlying managers are measured on an after-tax basis. All fund income is distributed quarterly to investors.


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

Who does this investment suit?

The Warakirri Endeavour Fund is best suited to:

Investors with a moderate to high tax rate (30% tax-rate)
Investors who have an investment horizon of 5 years+
Investors seeking diversification across different managers
Key Attributes

Access to Proven Investment Managers

Current managers are:

  • Allan Gray
  • AllianceBernstein
  • Greencape Capital
  • Northcape Capital
  • Sterling Equity

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.