The Manager
Westoz Funds Management Pty Ltd (WFM) is a Perth based fund manager established in 2005 to manage wholesale funds on behalf of clients. Our investment focus is on ASX listed securities, generally with a connection to Western Australia
WFM currently manages portfolios of Australian equities on behalf of two listed investment Companies, Westoz Investment Company Limited and Ozgrowth Limited.
Westoz Investment Company Limited is a listed public company established in July 2005 to provide investors with an exposure to a portfolio of assets intended to show consistent positive returns over the medium to long term.
To date WIC has returned $156m of grossed up dividends to shareholders.
Learn More >Share Price
$1.135
Latest NTA per Share (after tax)
$1.255
Investment Performance Since Inception *
13.9%
Current Year Target Dividend
0.06
Yield on Target Dividend
5.3%
Ozgrowth Limited is a listed public company established in January 2008 to provide investors with an exposure to a portfolio of assets intended to show consistent positive returns over the medium to long term.
Since inception OZG has returned $54m of grossed up dividends to shareholders via dividends.
Learn More >Share Price
$0.175
Latest NTA per Share (after tax)
$0.224
Investment Performance Since Inception *
9.2%
Current Year Target Dividend
0.005
Yield on Target Dividend
2.9%