Investments

TOP THIRTY EQUITY INVESTMENTS
as at 30 September 2024
 
Entity Investment Market Value $000's   % of Total
EVT Ltd 331,880   31.2%
National Australia Bank Ltd 82,210   7.7%
Commonwealth Bank of Australia 77,603   7.3%
Westpac Banking Corporation 57,635   5.4%
BHP Group Ltd 43,579   4.1%
Wesfarmers Ltd 42,921   4.0%
ANZ Group Holdings Ltd 36,160   3.4%
James Hardie Industries Plc 35,915   3.4%
Rio Tinto Ltd 20,772   2.0%
Telstra Group Ltd 19,852   1.9%
Fortescue Ltd 19,398   1.8%
AGL Energy Ltd 19,256   1.8%
Origin Energy Ltd 14,564   1.4%
Amcor Plc 14,488   1.4%
Bank of Queensland Ltd
13,159   1.2%
Bendigo and Adelaide Bank Ltd
13,015
1.2%
Woodside Energy Group Ltd 12,433   1.2%
Santos Ltd  12,161   1.1%
Coles Group Ltd
11,006   1.0%
Bluescope Steel Ltd 10,472   1.0%
Gowing Brothers Ltd 10,201   1.0%
Orica Ltd 10,085   0.9%
Seven Group Holdings Ltd
9,857   0.9%
South32 Ltd
8,707   0.8%
Perpetual Ltd 8,111   0.8%
APA Group 7,505    0.7%
Ansell Ltd
7,132   0.7%
Macquarie Group Ltd 6,985   0.7%
Woolworths Group Ltd 5,761    0.5%
Ampol Ltd 4,747   0.4%
 
967,570
  90.9%
       
TOTAL EQUITY INVESTMENTS
1,036,248
  97.6%
TERM DEPOSITS & CASH
25,781
  2.4%
TOTAL INVESTMENTS & CASH
1,062,029
 
100.0%
       
Investments updated each quarter
     

Net Tangible Asset Backing

per ordinary share

As at 31 October 2024:

Before capital gains tax: $39.91
After providing for estimated capital gains tax:
$33.44

Amounts updated every month.