Soul Patts aims to grow shareholder wealth through a diversified range of investments that can perform throughout market cycles.
Our capital is permanent
Our investment activity is opportunity-led
Our asset allocation across the portfolio is flexible
Our investment horizons are not defined
Our internalised portfolio management delivers cost efficiencies
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 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.
Listed companies held for income and growth focused on long-term compounding.
Short-duration, managed investments, providing liquidity while capital awaits deployment.
Long-term investments in unlisted companies with growth opportunities
Investments in corporate loans, bonds, and structured credit solutions taking a disciplined approach to pricing and managing risk.
Listed and unlisted fast‑growing companies leveraging structural changes and global trends.
Tangible assets such as real-estate, agriculture and data centres that are aligned with structural and demographic tailwinds.
We believe that over the long-term the portfolio is resilient and well positioned for growth. The total Net Asset Value (post-tax) was $14.5 billion and Net Asset Value (pre-tax) was $13.7 billion as at 31 July 2026.
Portfolio | Net Asset Value | Allocation |
|---|---|---|
Listed Companies | $4.1b | % 30% |
Fixed Income | $2.7b | % 20% |
Private Companies | $2.3b | % 17% |
Credit | $1.7b | % 12% |
Emerging Companies | $1.6b | % 12% |
Real Assets | $1.3b | % 9% |