Investments

TOP THIRTY EQUITY INVESTMENTS
as at 31 December 2024
 
Entity Investment Market Value $000's   % of Total
EVT Ltd 350,353   32.6%
Commonwealth Bank of Australia 87,840   8.2%
National Australia Bank Ltd 81,660   7.6%
Westpac Banking Corporation 58,725   5.5%
Wesfarmers Ltd 43,591   4.0%
BHP Group Ltd 38,446   3.6%
ANZ Group Holdings Ltd 33,858   3.1%
James Hardie Industries Plc 31,312   2.9%
Telstra Group Ltd  21,504   2.0%
Rio Tinto Ltd 18,895   1.8%
AGL Energy Ltd 18,377   1.7%
Fortescue Ltd 17,119   1.6%
Origin Energy Ltd 16,982   1.6%
Bendigo and Adelaide Bank Ltd 14,635   1.4%
Bank of Queensland Ltd
14,267   1.3%
Amcor Plc
13,273
1.2%
Woodside Energy Group Ltd 12,137   1.1%
Santos Ltd  11,572   1.1%
Coles Group Ltd
11,512   1.1%
SGH Ltd 10,600   1.0%
Gowing Brothers Ltd 10,248   1.0%
Orica Ltd 9,014   0.8%
Bluescope Steel Ltd
8,816   0.8%
Perpetual Ltd
8,664   0.8%
South32 Ltd 7,852   0.7%
Ansell Ltd 7,582    0.7%
APA Group
6,740   0.6%
Macquarie Group Ltd 6,663   0.6%
Woolworths Group Ltd 5,275    0.5%
Ampol Ltd 4,897   0.4%
 
982,409
  91.3%
       
TOTAL EQUITY INVESTMENTS
1,049,044
  97.5%
TERM DEPOSITS & CASH
27,351
  2.5%
TOTAL INVESTMENTS & CASH
1,076,395
 
100.0%
       
Investments updated each quarter
     

Net Tangible Asset Backing

per ordinary share

As at 31 December 2024:

Before capital gains tax: $40.71
After providing for estimated capital gains tax:
$34.04

Amounts updated every month.