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.

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Share Price
$1.075

Latest NTA per Share (pre-unrealised tax)
$1.213

Investment Performance Since Inception *
13.1%

Current Year Target Dividend
0.06

Yield on Target Dividend
5.6%

* annualised return before allowance for fees and taxes

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.

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Share Price
$0.170

Latest NTA per Share (pre-unrealised tax)
$0.211

Investment Performance Since Inception *
8.2%

Current Year Target Dividend
0.005

Yield on Target Dividend
2.9%

* annualised return before allowance for fees and taxes

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