Australian Income Equity Funds

WAM Active provides investors with exposure to an active trading style with the aim of achieving a sound return with a low correlation to traditional markets. WAM Active’s investment objectives are to deliver a regular income stream via fully franked dividends, provide a positive return with low volatility, after fees, over most periods of time, and to preserve capital.

Generate enhanced income from Australian blue chip companies.

The objective of the Fund is to provide investors with an attractive level of tax effective income, paid via monthly distributions. The Fund aims to provide a gross yield, adjusted for applicable franking credits, above that provided by the S&P/ASX 300 Franking Credit Adjusted Daily Total Return Index (Tax-Exempt)

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.

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

Plato Income Maximiser Limited (the ‘Company’, ASX:PL8) offers Australian investors the opportunity to invest in an actively managed, diversified portfolio of Australian shares with an income focus.

Preserving Confidence, Producing Results.

The Switzer Dividend Growth Fund – Active ETF (SWTZ or the Fund) is an income-focused exchange-traded managed fund with a mix of yield and quality companies.

Enhanced fully franked income from Australian equities