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  5. Tyndall Wholesale Plus Australian Shares Income Fund - Managed fund profile

Tyndall Wholesale Plus Australian Shares Income Fund - Managed Fund

Fund Objective
The Fund aims to provide a tax-effective income stream that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index (grossed up for franking credits) by 2% p.a. over rolling five-year periods, before fees, expenses and tax, plus the potential for capital growth over the long term.
Fund Strategy
The Fund is a managed investment scheme that invests predominantly, directly or indirectly, in a selection of listed Australian shares, with a strong preference for readily marketable securities that deliver tax-effective income.

Fund Performance Comparison

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Fees Comparison

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NOTE: Fee data has been provided by Morningstar, it may not include all costs being charged on your investment such as platform and adviser fees. You should check your fund manager or adviser statements to find out the exact fees you are being charged. Peers are funds that use the same benchmark in the Morningstar database.
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Fund performance

  1M 3M 6M 1Y p.a. 2Y p.a. 3Y p.a. 5Y p.a. 10Y p.a.
Total return -1.32% 0.42% -3.26% -0.63% 5.6% 4.37% 13.08% -%
Growth return -2.35% -0.63% -5.28% -4.63% 0.72% -1.14% 7.22% -%
Income return 1.03% 1.05% 2.02% 4% 4.88% 5.51% 5.86% -%
As at 31 Mar 2025. Returns for periods greater than 1 year are annualised. All figures are percentages.

Asset Allocation

Tyndall Wholesale Plus Australian Shares Income Fund
Australian Equities
96.15%
Cash
2.78%
Property
1.07%

General Information

Fund Details
Type Description
Tyndall Wholesale Plus Australian Shares Income Fund
Westpac Financial Services Limited
WFS8168AU
starstarstar (as at 31 Mar 2025)
Unknown
7 Dec 2017
$7.26 million (as at 31 Mar 2025)
$0.8975 (as at 10 Apr 2025)
$0.89392 (as at 10 Apr 2025)
Open
Offer information
Type Description
MER 0.75% (as at 22 Dec 2023)
Indirect Cost Ratio (ICR) 0.75% (as at 30 Jun 2023)
Performance fee (not included in ICR) 0
Minimum initial investment

Top 10 holdings (as at 30 Apr 2025)

Holding (as at 30 Apr 2025) Type % of Portfolio
Westpac Banking Corp Equity 7.50%
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FAQs about the Tyndall Wholesale Plus Australian Shares Income Fund

The objective of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is The Fund aims to provide a tax-effective income stream that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index (grossed up for franking credits) by 2% p.a. over rolling five-year periods, before fees, expenses and tax, plus the potential for capital growth over the long term.

The strategy of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is The Fund is a managed investment scheme that invests predominantly, directly or indirectly, in a selection of listed Australian shares, with a strong preference for readily marketable securities that deliver tax-effective income.

The APIR code of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is WFS8168AU.

Tyndall Wholesale Plus Australian Shares Income Fund’s total return last month was -1.32%. This was made up of a growth return of -2.35% and an income return of 1.03%. These returns were calculated as at 31 Mar 2025.

Tyndall Wholesale Plus Australian Shares Income Fund’s total return for the last three months was 0.42%. This was made up of a growth return of -0.63% and an income return of 1.05%%. These returns were calculated as at 31 Mar 2025.

Tyndall Wholesale Plus Australian Shares Income Fund’s one-year total return is -0.63%. This was made up of a growth return of -4.63% and an income return of 4%. These returns were calculated as at 31 Mar 2025.

Tyndall Wholesale Plus Australian Shares Income Fund’s one-year total return is 4.37%. This was made up of a growth return of -1.14% and an income return of 5.51%. These returns were calculated as at 31 Mar 2025.

The asset allocation of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is :

Australian Equities
96.15%
Cash
2.78%
Property
1.07%

The Responsible Entity for the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is Westpac Financial Services Limited.

As at 31 Mar 2025, the size of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund was $7.26 million.

The Tyndall Wholesale Plus Australian Shares Income Fund managed fund has an inception date of 7 Dec 2017.

The current entry price of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is $0.8975 per unit and the current exit price is $0.89392 per unit (as at 10 Apr 2025).

The current exit price of the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is $0.89392 per unit and the current entry price is $0.8975 per unit (as at 10 Apr 2025).

The minimum initial investment amount for the Tyndall Wholesale Plus Australian Shares Income Fund managed fund is $0.

Fund data sourced from Morningstar. Some material is copyright and published under licence from ASX Operations Pty Limited ACN 004 523 782 ("ASXO"). Data and content is provided for personal use only. Whilst every care has been taken in producing these numbers, neither Morningstar nor InvestSMART can make any guarantees around the complete accuracy of these figures. Should you decide to change investments, please read all relevant disclosure documents including the Product Disclosure Statements and if required, you may consider speaking to a financial professional for further guidance. A tax event may be realised as a result of switching investments. Past performance is not a reliable indicator of future performance.