WASHINGTON H. SOUL PATTINSON AND COMPANY LIMITED

ETFs Washington H. Soul Pattinson and Company Limited

SOL

AU000000SOL3

Name	Weight	AuM	1st Jan change	Investor Rating
ISHARES EDGE MSCI MULTIFACTOR EAFE INDEX ETF (CAD-HEDGED) - CAD	0.16%	5 M€	+10.09%	-
ISHARES EDGE MSCI MULTIFACTOR EAFE INDEX ETF - CAD	0.16%	14 M€	+5.66%	-
NOMURA NEXT FUNDS INTERNATIONAL EQUITY MSCI-KOKUSAI (YEN-HEDGED) ETF - JPY	0.15%	18 M€	+7.28%	-
SIMPLIFY DEVELOPED EX-US PLUS DOWNSIDE CONVEXITY ETF - USD	0.03%	10 M€	-3.35%	-
DEMOCRACY INTERNATIONAL FUND ETF - USD	0.03%	7 M€	+6.05%	-
DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR INTERNATIONAL ETF - USD	0.02%	37 M€	+6.45%	-
AMUNDI INDEX MSCI WORLD UCITS ETF DR (D) - EUR	0.01%	607 M€	-0.19%
AMUNDI INDEX MSCI WORLD UCITS ETF - EUR	0.01%	1,166 M€	+0.26%	-
NOMURA NEXT FUNDS INTERNATIONAL EQUITY MSCI-KOKUSAI (UNHEDGED) ETF - JPY	0.01%	307 M€	+12.86%
VANGUARD LIFESTRATEGY 80% EQUITY UCITS ETF - DISTRIBUTING - EUR	0.01%	39 M€	+9.24%	-
RAREVIEW SYSTEMATIC EQUITY ETF - USD	0.01%	48 M€	0.00%	-
VANGUARD LIFESTRATEGY 60% EQUITY UCITS ETF - ACC - EUR	0.00%	355 M€	+8.62%	-
VANGUARD LIFESTRATEGY 60% EQUITY UCITS ETF - DISTRIBUTING - EUR	0.00%	45 M€	+7.00%	-
VANGUARD LIFESTRATEGY 40% EQUITY UCITS ETF - DISTRIBUTING - EUR	0.00%	18 M€	+4.93%	-
VANGUARD LIFESTRATEGY 80% EQUITY UCITS ETF ACC - EUR	0.00%	453 M€	+10.75%	-
VANGUARD LIFESTRATEGY 40% EQUITY UCITS ETF ACC - EUR	0.00%	112 M€	+7.18%	-
ADAPTIVE GROWTH OPPORTUNITIES ETF - USD	0.00%	273 M€	+11.60%	-

Washington H. Soul Pattinson and Company Limited is an investment company. Its segments include Strategic Investments Portfolio, Large Caps Portfolio, Private Equity Portfolio, Credit Portfolio, Emerging Companies Portfolio and Property Portfolio. The Strategic Investments Portfolio segment includes significant investments in uncorrelated listed companies where it generally has board representation. Large Caps Portfolio segment is an actively managed, Australian listed equities portfolio. The Private Equity Portfolio segment includes long-term investments in unlisted companies to support their future growth. The Credit Portfolio segment includes investments in corporate loans, bonds, and structured instruments. The Emerging Companies Portfolio segment includes investments in attractive, early stage and high growth companies that are listed, about to undertake an Initial Public Offering (IPO) or are at a pre-IPO stage. Property Portfolio segment comprises direct property investments.

Employees

Sector

Investment Holding Companies

Calendar

17/09/2024 - Q4 2024 Earnings Release (Projected)

Related indices

S&P/ASX 200

More about the company

Income Statement and Estimates

More financial data

Ratings

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Analysts' Consensus

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

33.23AUD

Average target price

34.80AUD

Spread / Average Target

+4.72%

Consensus

Profit revisions

Estimate revisions

Annual profits - Rate of surprise

Company calendar

Market Closed - Australian S.E. Other stock markets 07:10:12 10/09/2024 BST			5-day change	1st Jan Change
33.23 ^AUD	-0.42%		-3.40%	+1.40%

08-29	Washington H. Soul Pattison and Company Files for Singapore Listing of AU$450 Million of Bonds	MT
07-29	Washington H. Soul Pattinson and Company Limited Appoints Bruce Macdiarmid to the Board as A Non-Executive Director	CI