The first part of my post above was a reply to @timbowls HC didn't include his post in the reply.Page 9 of the presentation states "WHSP is currently underweight in global equities and the merger with Milton provides the opportunity to build out a portfolio of global equities to further diversify WHSP’s portfolio".
Page 7 of the presentation shows Milton's current portfolio. It does not show any 'global equities', only 'domestic'. The top 20 holdings shown on the Milton website are below. These all appear to be domestic.
For WHSP to build out a global portfolio it may need to sell a portion of Milton's existing portfolio. Time will tell.
Top 20 Investments at 31 May 2021
Share of Total Assets %
1 Commonwealth Bank
8.8
2 W H Soul Pattinson & Company
7.6
3 Westpac Banking Corporation
7.4
4 Macquarie Group Limited
6.9
5 BHP Group Limited
6.5
6 CSL Limited
4.9
7 Wesfarmers Limited
4.5
8 National Australia Bank
3.7
9 Woolworths Limited
3.4
10 Eagers Automotive Limited
3.0
11 Rio Tinto Limited
2.3
12 Transurban Group
2.3
13 ALS Limited
2.1
14 Brickworks Limited
1.9
15 Telstra Corporation Limited 1.5 16 Coles Group Limited 1.4 17 Amcor PLC 1.4 18 Perpetual Limited 1.3 19 ASX Limited 1.2 20 ARB Corporation Limited 1.1 21 22 Total Top 20
73.2
Page 9 of the presentation states "WHSP is currently underweight...
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