Investments

TOP THIRTY EQUITY INVESTMENTS
as at 30 June 2024
 
Entity Investment Market Value $000's   % of Total
EVT Ltd 357,741   34.1%
National Australia Bank Ltd 79,745   7.6%
Commonwealth Bank of Australia 73,012   7.0%
Westpac Banking Corporation 48,581   4.6%
BHP Group Ltd 40,469   3.9%
Wesfarmers Ltd 39,721   3.8%
ANZ Banking Group Ltd 32,562   3.1%
James Hardie Industries Plc 29,580   2.8%
Fortescue Ltd 20,083   1.9%
Rio Tinto Ltd 19,142   1.8%
Telstra Group Ltd 18,522   1.8%
AGL Energy Ltd 17,629   1.7%
Origin Energy Ltd 14,726   1.4%
Woodside Energy Group Ltd 13,918   1.3%
Santos Ltd  13,270   1.3%
Amcor Plc 13,202   1.3%
Bendigo and Adelaide Bank Ltd 12,836   1.2%
Bank of Queensland Ltd 12,371   1.2%
Gowing Bros Ltd 10,531   1.0%
Coles Group Ltd 10,378   1.0%
Orica Ltd 9,715   0.9%
Bluescope Steel Ltd 9,637   0.9%
Perpetual Ltd 9,282   0.9%
Seven Group Holdings Ltd 8,662   0.8%
South32 Ltd 8,453    0.8%
APA Group 7,727    0.7%
Macquarie Group Ltd 6,153   0.6%
Ansell Ltd 5,952   0.6%
Woolworths Group Ltd 5,846    0.6%
Ampol Ltd 5,029
  0.5%
 
954,475
  91.1%
       
TOTAL EQUITY INVESTMENTS
1,021,639
  97.4%
TERM DEPOSITS & CASH
26,864
  2.6%
TOTAL INVESTMENTS & CASH
1,048,503
 
100.0%
       
Investments updated each quarter
     

Net Tangible Asset Backing

per ordinary share

As at 31 August 2024:

Before capital gains tax: $39.46
After providing for estimated capital gains tax:
$32.96

The above amounts are after providing for the final ordinary dividend of 63 cents per share payable on 16 September 2024.

Amounts updated every month.