It is the investment strategy of the Carlton Investments Group to invest in established, well managed Australian listed entities that are anticipated to provide attractive levels of sustainable income and also long term capital gr
owth. The Group also invests in companies that enable a high portion of income to be received as fully franked dividends. Investments are held by group entities for the long term and are generally only disposed of through takeover, mergers or other exceptional circumstances that may arise from time to time. Carlton Investments Group entities do not act as share traders nor do they invest in speculative stocks.
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Inception Date:
Jun 1970
Fund Structure:
Listed Investment Company
Management Costs:
0.10%
Performance Fees:
No
Average Volume:
1,770 units
Region:
Australia
Industry:
Equities All
Focus:
Buy & Hold
Benchmark:
XJOAI
Dividend Yield:
3.70%
Franking:
100.00%
Dividend Frequency:
Bi Annual