Australian Income Equity Funds

Opportunity for high income from Australian shares

Whitefield Income Limited’s strategy seeks to benefit from the systematic mispricing of Australian shares over their income recognition and dividend payment periods and an orientation of the portfolio towards profitable, cashflow generative and dividend paying companies.

YMAX aims to generate attractive quarterly income and reduce the volatility of portfolio returns by implementing an equity income investment strategy over a portfolio of the 20 largest blue-chip shares listed on the ASX. YMAX does not aim to track an index.

WAM Income Maximiser aims to provide monthly franked dividends and capital growth to shareholders by investing in Australia’s highest quality companies and corporate debt instruments. These companies are selected for their strong capital management and ability to sustain or grow their distributions over time, primarily in the form of franked dividends and share buybacks.

The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations.

HYLD aims to track the performance of an index (before fees and expenses) that provides exposure to a share portfolio of 50 high-yielding Australian companies.

Carlton Investments Limited (CIN) is a long established investment company listed on the Australian Securities Exchange. It is the investment strategy of the Carlton Investments Group to invest in established, well managed Australian listed entities that are anticipated to provide attractive levels of sustainable income and also long term capital growth.

Invest in a selection of quality dividend-paying companies.

DUI is a listed investment company founded in 1991 which invests in Australian and international equities. The Company seeks to provide income and capital appreciation over the longer term to its shareholders through a portfolio of securities predominantly comprising shares of companies listed on the ASX with additional exposure to international markets.

BKI aims to generate an increasing income stream for distribution to shareholders in the form of fully franked dividends through long term investment in a portfolio of assets that are also able to deliver long term capital growth to shareholders.

Whitefield Industrials Ltd is an ASX listed investment company holding a diversified portfolio of ASX listed Industrial (non-resource) shares

Clime Capital Limited is a long established listed investment company (LIC) that offers investors the opportunity to acquire shares in quality Australian companies.

HVST aims to provide franked income that exceeds the net income yield of the broad Australian sharemarket on an annual basis, along with exposure to a diversified portfolio of Australian shares.

Enhanced fully franked income from Australian equities

The Russell Investments High Dividend Australian Shares ETF (the 'Fund') seeks to track the Russell Australia High Dividend Index ('the Index'), which comprises Australian blue-chip companies with a bias towards those that have a high expected dividend yield but also meet other characteristics including: a history of paying dividends; dividend growth and consistent earnings. The Fund invests in a diversified portfolio of Australian shares and trusts listed on the Australian Securities Exchange (ASX), with the aim of delivering income, through higher dividends and franking credits, as well as capital growth to investors.