Westoz Funds Management

About Us

Westoz Funds Management (WFM) is the manager of an internal fund called the Western Australian Resources Fund (WARF) that since inception is up 461.6% (as at 3 June 2022).

WFM previously managed portfolios of Australian equities on behalf of two listed investment companies:

Westoz Investment Company Limited (WIC) – commenced in 2005.

Ozgrowth Limited (OZG) – commenced in 2008.

Highlights

WIC produced a gross portfolio return of 13.6% per annum, significantly ahead of comparable market return.

OZG produced a gross portfolio return of 13.0% per annum, significantly ahead of comparable market return.

WIC and OZG combined paid $253 million in gross dividends to all shareholders from inception to June 2021.

WAM Capital Limited (ASX: WAM) completed the acquisition of both WIC and OZG pursuant to separate schemes of arrangements on 21 April 2022.

Further Information

For further information please contact:

Jay Hughes
Non-Executive Chairman
jhughes@eurozhartleys.com
0418 920 297

Phil Rees
Non-Executive Director
prees@westozfunds.com.au
0402 427 034