HM1
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Hearts and Minds Investments Limited

🇦🇺 ASX

NULL AUSTRALIA

NULL ACTIVE

NULL BETA

NULL IMPACT

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual growth

💰

5.72%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

22
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Hearts and Minds Investments Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales. The company went IPO on 2018-11-14. Hearts and Minds Investments Limited is an Australia-based investment company. The firm's investment objective is to provide a concentrated equities portfolio of the highest conviction ideas from fund managers, whilst also supporting Australian medical research institutes. The company seeks to provide shareholders with an investment proposition by creating a concentrated portfolio of long positions in Australian and international securities based on the highest conviction ideas from two groups of fund managers. The company allocates about 35% of its investment portfolio based on the annual recommendations of fund managers who present at their Sohn Hearts & Minds Investment Leaders Conference (known as Conference Fund Managers). The company allocates about 65% of its investment portfolio based on the highest conviction ideas of seven fund managers (known as Core Fund Managers). The Core Fund Managers include Caledonia (Private) Investments, Cooper Investors, and Magellan Asset Management, among others.

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📈 Performance

Price History

-10.38%

1M

All Time

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Table

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

5.72%

💰 Annual Dividend Earnings Per $1,000 invested**

$57.20

💰 Most Recent Dividend Franked Percentage Estimate

100.00%

💰 Average Dividend Franked Percentage Estimate

100.00 %

💰 Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.00

0.00%

2022

$0.14

Infinity%

2021

$0.12

100.00%

2020

$0.00

0.00%

2019

$0.00

0.00%

2018

$0.00

0.00%

2017

$0.00

0.00%

2016

$0.00

0.00%

2015

$0.00

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

0%
Management Fee

Included in unit price, not charged by Pearler

💸

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator

🤓 Advanced information

Technical Info

💰 Price*

$2.21

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in HM1

22

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

N/A

💵 Average investment amount

N/A

Last time a customer invested in HM1

495 days
HM1 investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

8%

50k - 100k

33%

Less than 50k

46%
👶 Age of investors

18 - 25

14%

26 - 34

50%

35 - 90

36%
🙋 Legal gender of investors

Female

41%

Male

59%

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