Soul Patts aims to grow shareholder wealth through a diversified range of investments that can perform throughout market cycles.
We are not constrained in our investment mandate and can explore all opportunities, acting on those that will deliver significant value to our shareholders regardless of the time horizon.
200+ actively managed investments
Targeting high quality risk-adjusted returns
121 years of consistent dividend payments
24 years of consecutive dividend increases
Soul Patts has an excellent track record of delivering total shareholder returns (capital growth plus dividends) higher than market while at the same time reducing the risk of loss in periods of volatility.
Generating enduring success. Our commitment to to long-term investing continues to generate enduring value for our shareholders.
to building value and not being distracted by short term events
when making investment decisions
to invest where we can extract sustainable returns
We invest in all asset classes, industries and capital structures. We actively manage our portfolio mix to achieve our investment objectives to grow the portfolio, increase cash generation and manage investment risk.
Significant long-term investments in listed companies that generate reliable income
Actively managed listed equities generating long-term total returns
Long-term investments with growth opportunities
Exposure to faster growing companies leveraging structural changes and trends
Growing Portfolio targeting strong risk-adjusted returns
Actively managed Australian property investments
We believe that over the long-term the portfolio is resilient and well positioned for growth. The total Net Asset Value was $11.8 billion as at 31 July 2024.
Portfolio | Net Asset Value | Allocation |
|---|---|---|
Strategic Investments | $5.7b | % 48% |
Large Caps | $2.3b | % 19% |
Private Equity | $1.6b | % 13% |
Emerging | $1.1b | % 9% |
Credit | $1.1b | % 9% |
Property | $0.1b | % 1% |