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Insignia Financial Ltd

🇦🇺 ASX

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual capital growth

💰

6.96%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

9
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

Insignia Financial Ltd. engages in the provision of financial products and services. The company is headquartered in Melbourne, Victoria. The company went IPO on 2003-12-05. The firm provides advice in respect of individual wealth, corporate funds and pension assets. The firm's segments include Platforms, Advice and Asset Management. The Platforms segment offers a wide range of financial services solutions on superannuation and investments to clients including investors, members, employers and advisers. The Advice segment provides quality financial advice that is accessible, affordable and engaging for Australians and helping clients navigate their way through a range of financial products and services and educating clients to improve their financial literacy. The Asset Management segment provides investment management services on behalf of institutional, retail and direct clients across a diverse range of asset classes and product constructs. Its subsidiaries include Australian Executor Trustees Limited, Bridges Financial Services Pty Limited, and SFG Australia Limited.

📈 Performance

Price History

-37.81%

1M

10Y

Graph

Table

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💵 Investing amount calculator

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

6.96%

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

$69.64

💰 Most Recent Dividend Franked Percentage Estimate

50.00%

💰 Average Dividend Franked Percentage Estimate

94.74 %

💰 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

2025

$0.00

0.00%

2024

$0.00

0.00%

2023

$0.10

50.00%

2022

$0.24

50.00%

2021

$0.27

50.00%

2020

$0.28

100.00%

2019

$0.38

100.00%

2018

$0.54

100.00%

2017

$0.53

100.00%

2016

$0.55

100.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

N/A
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*

$2.95

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in IFL

9

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

N/A

💵 Average investment amount

N/A

Last time a customer invested in IFL

726 days
IFL investor breakdown
💵 Income of investors

More than 200k

17%

150k - 200k

8%

100k - 150k

17%

50k - 100k

25%

Less than 50k

33%
👶 Age of investors

18 - 25

26 - 34

44%

35 - 90

56%
🙋 Legal gender of investors

Female

Male

89%

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📊 Share price

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