Williamson Wentworth Fund

Williamson Wentworth Fund (formerly Investec Australian Equity Fund)

The Fund aims to outperform the S&P/ASX 300 Accumulation Index over the long-term.

Governing Principles

We treat your investment as if it were our own; analysts invest alongside clients
We invest for the long-term
We buy stocks based on discounts to our conservative appraisals of their intrinsic value.
We calculate intrinsic value by an assessment of financial strength, management quality, and competitive position, leading to a conservative estimate of free cash flows.
We sell stocks when they trade above our estimate of intrinsic value or we seek to capitalise on a more attractive opportunity.
We concentrate funds in our best ideas

Find out how to invest in the Williamson Wentworth Fund - or speak with;

James Williamson on (02) 9293 2213.

Read the Letter to Investors explaining the recent fund name change

This is general information only and should not be construed as financial product advice. This information is believed to be relevant as at the date of compilation, is given in good faith and has been derived from sources believed to be reliable and accurate. It does not take into account your individual objectives, financial situation or needs. Any implied figures or estimations are subject to assumptions, risks and uncertainties. Actual figures may differ materially and you are cautioned not to place undue reliance on such information. Subject to applicable law, we do not provide any warranty of accuracy or reliability in relation to this information or accept any liability to any person who relies on it. Past performance is not indicative of future performance. The Fund’s unit price will fluctuate and is not guaranteed. When making an investment in the Fund, an investor’s capital is at risk.

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