Our Funds

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* Predominantly invests in small to medium sized industrial companies

* Dual process of trading stock and long term investing

30 June 2010

WAM Pre Tax NTA $1.54

 

 

 

 

 

* Buy and hold strategy

* Low turnover

* Heavy concentration on companies that pay a constant stream of fully franked dividends

30 June 2010

WIL Pre Tax NTA    $0.83

 

 

 

 

 

* An absolute return fund

* Concentrates solely on trading opportunities

* High Turnover

30 June 2010

WAA Pre Tax NTA $1.17