Investment Firm, Shaw and Partners Enhances Returns to Shareholders

  • Oct 03, 2018 AEST
  • Team Kalkine
Investment Firm, Shaw and Partners Enhances Returns to Shareholders

Shaw and Partners is an Australia’s preeminent investment and wealth management firm, managing $16 billion of assets under management. Shaw and Partners’ major segments are financial planning, advisory process and wide breadth of services. Their financial planning segment has Financial Planners and Investment Advisers offering wide range of areas including superannuation, retirement and estate planning, risk insurance and investment advice. Wide breadth of services comprise specialist financial planning products and services. Advisory process team implements financial plan and reviews it regularly.

Shaw and Partners reported a revenue of $98.4 million for fiscal year of 2018, which is a rise from $73.8 million as compared to the prior corresponding period. Major drivers for this performance is growth across all of its three segments- platform fees, trading commissions and Corporate finance. The firm delivered a profit after of $5.6 million as compared to $1.2 million, in the prior corresponding period.

This performance led the management to declare dividends of $3.6 million which is more than double growth as compared to $1.6 million in same period last year. Management reported that they have invested over $4 million in the business on systems and compliance. 

The group has been expanding their wealth management team. They appointed a Joint-Lead Manager for their upcoming Midway Limited Placement who is looking to raise up to A$37.7 million via a non-underwritten institutional placement of up to 11.2 million shares to raise A$33.7 million and a non-underwritten share purchase plan to be capped at A$4.0 million.

Meanwhile, Shaw Australian Equities Large Cap Portfolio has outperformed the benchmark generating 15.97% as compared to S&P/ASX 100 Accumulation Index returns of 11.76% (Based on July 2018 monthly review) since inception. However, the Australian Equities Large Cap Core portfolio generated 1.37% during July which is lower than 1.6% returns from S&P/ASX100 index during July hurt by Materials and Energy sectors. The group then upgraded the target price on BHP to $40.00 (as per July 2018 report) while positioning Westpac and NAB’s weightings on track with returns.

shaw and parteners - Kalkine MediaSector performance (Source: Company reports)

Going forward, the firm is maintaining a major overweight position to Energy and Materials sectors, while balance with Banks and REITs sectors has been demonstrated (Based on July 2018 monthly review).

With this whole scenario wherein the group has enhanced the returns to the shareholders through dividends, the investment and wealth management company has gained good traction.

Dividend Stocks To Buy

The Income available from dividends remains attractive for many investors.

We take a look at the best yields on the market and assess what they say about a company’s prospect.

One Thing is certain, though, Australia interest rates are still low, making income difficult to come by and keeping the focus for many investors on high yielding stocks. Kalkine’s team of analysts bought you handpicked report for “Top 25 Dividend Stocks For 2018.”

ASX-relevant Special Reports are published year-round to provide a detailed analysis into an investing opportunity or a potential risk to your portfolio.

Click here to get your free report.


The advice given by Kalkine Pty Ltd and provided on this website is general information only and it does not take into account your investment objectives, financial situation or needs. You should therefore consider whether the advice is appropriate to your investment objectives, financial situation and needs before acting upon it. You should seek advice from a financial adviser, stockbroker or other professional (including taxation and legal advice) as necessary before acting on any advice. Not all investments are appropriate for all people. and associated websites are published by Kalkine Pty Ltd ABN 34 154 808 312 (Australian Financial Services License Number 425376). website), employees and/or associates of Kalkine Pty Ltd do not hold positions in any of the stocks covered on the website. These stocks can change any time and readers of the reports should not consider these stocks as advice or recommendations.


All pictures are copyright to their respective owner(s) does not claim ownership of any of the pictures displayed on this website unless stated otherwise. Some of the images used on this website are taken from the web and are believed to be in public domain. We have used reasonable efforts to accredit the source (public domain/CC0 status) to where it was found and indicated it below the image.


There is no investor left unperturbed with the ongoing trade conflicts between US-China and the devastating bushfire in Australia.

Are you wondering if the year 2020 might not have taken the right start? Dividend stocks could be the answer to that question.

As interest rates in Australia are already at record low levels, find out which dividend stocks are viewed as the most attractive investment opportunity in the current scenario in our report.

We use cookies to ensure that we give you the best experience on our website. If you continue to use this site we will assume that you are happy with it. OK