Carlton Investments Limited
Overview
Carlton Investments Limited is an Australian investment company listed on the Australian Securities Exchange (ASX). Incorporated in 1928, the company primarily focuses on acquiring and holding shares and units in entities listed on the ASX, aiming to provide sustainable income and long-term capital growth. The investment strategy emphasizes established, well-managed Australian listed entities that offer attractive levels of income and capital appreciation. Investments are typically held for the long term and are generally only disposed of through takeovers, mergers, or other exceptional circumstances. The company also seeks investments that enable a high portion of income to be received as fully franked dividends. The portfolio is diversified across various sectors, including media and entertainment, financial services, metals and mining, consumer discretionary, consumer staples, energy and utilities, materials, financial services, industrials, telecommunications, and healthcare. As of June 30, 2025, the group held an investment portfolio with a total market value of $1,255,395 thousand, consisting of shares and units in over 80 entities. The largest sector holdings include media and entertainment (40.86%), banks (25.44%), and metals and mining (7.19%). Carlton Investments Limited is committed to maximizing shareholder return through both the payment of fully franked dividends and long-term capital growth in the value of the company’s shares, while maintaining an investment portfolio with an acceptable level of investment risk. The company has a history of disciplined capital allocation, consistently distributing the majority of its investment income to shareholders as fully franked dividends. This approach aligns with the expectations of its income-focused investor base and reflects sound capital management for a listed investment company.
Investment Focus
- Established, well-managed Australian listed entities
- Potential for sustainable income and long-term capital growth
- Ability to provide fully franked dividends
Portfolio Companies
Reach Carlton Investments Limited directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Carlton Investments Limited
What sectors does Carlton Investments Limited invest in?
Carlton Investments Limited invests in Financial Services, Healthcare, Industrials, Materials, Telecommunications and Consumer Staples, and is based in New South Wales, Australia. Carlton Investments Limited is listed as a other in the ConnectSafely investor database.
What stage does Carlton Investments Limited invest at?
Carlton Investments Limited backs companies at Growth, Late Stage, Pre-IPO and Buyout.
Which regions does Carlton Investments Limited invest in?
Carlton Investments Limited invests across Australia.
What companies has Carlton Investments Limited invested in?
Carlton Investments Limited's portfolio includes Commonwealth Bank of Australia, Westpac Banking Corporation, EVT Limited, National Australia Bank Ltd, Wesfarmers Ltd, BHP Group Ltd, ANZ Group Holdings Ltd and Telstra Group Ltd.
Last updated · Source: ConnectSafely investor database
