SWTZ
Asset Logo

๐Ÿ‡ฆ๐Ÿ‡บ ASX

Compare
Add to watchlist
๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ“™ Holdings

๐Ÿ’ฐ Distributions

๐Ÿ’ต Cost

๐Ÿƒ Esg

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

N/A
Annual Growth

5 years average annual growth

๐Ÿ’ฐ

3.05%
Annual distribution yield

Based on the most recent distribution

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

4
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

Switzer Dividend Growth Fund (Managed Fund)

๐Ÿ“ˆ Performance

Price History

+1.59%

1M

All Time

Graph

Table

Unsure how much or often to invest?
๐Ÿ—“๏ธ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out โ†’
๐Ÿ’ต Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out โ†’
โฑ๏ธ Investing duration calculator

Determine how long you will need to invest to reach your goals

Try it out โ†’

๐Ÿ“™ Top Holdings

Show more

Top holdings information is not yet available for this fund. For more information please visit the fund manager's website.

๐Ÿ’ฐ Distributions

Payouts

๐Ÿ’ฐ Annual Distribution Yield*

3.05%

๐Ÿ’ฐ Annual Distribution Earnings Per $1,000 invested**

$30.53

๐Ÿ’ฐ Most Recent Distribution Franked Percentage Estimate

100.00%

๐Ÿ’ฐ Average Distribution Franked Percentage Estimate

93.77 %

๐Ÿ’ฐ Distribution reinvestment

Learn more

* Based on the most recent distribution

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

Distribution History

1Y

5Y

10Y

Graph

Table

Year
Yearly Distribution Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.04

25.00%

2022

$0.16

9.09%

2021

$0.07

33.33%

2020

$0.07

33.33%

2019

$0.19

33.33%

2018

$0.16

33.33%

2017

$0.06

33.33%

2016

$0.00

0.00%

2015

$0.00

0.00%

๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

0%
Management Fee

Included in unit price, not charged by Pearler

๐Ÿ’ธ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
๐Ÿ’ธ Net fee calculator

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$2.55

๐Ÿ’ฐ Price To Earnings Ratio

0.00

๐Ÿ’ฐ Price To Book Ratio

0.00

๐Ÿ’ฐ Leveraged

No

๐Ÿ’ฐ Inverse

No

*Price may be up to 24 hours old

๐Ÿ‘ฉโ€๐Ÿ‘ฉโ€๐Ÿ‘ฆ Community Insights

How our community is investing

๐ŸŒ Pearlers invested in SWTZ

4

๐Ÿ“Š Total Capital Earnings

N/A

๐Ÿ”ƒ Average investment frequency

N/A

๐Ÿ’ต Average investment amount

N/A

โฐ Last time a customer invested in SWTZ

569 days
SWTZ investor breakdown
๐Ÿ’ต Income of investors

More than 200k

20%

150k - 200k

100k - 150k

20%

50k - 100k

20%

Less than 50k

40%
๐Ÿ‘ถ Age of investors

18 - 25

26 - 34

50%

35 - 90

50%
๐Ÿ™‹ Legal gender of investors

Female

Male

100%

Pearlers who invest in SWTZ also invest in...

VDHG

VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.

๐Ÿ“Š Share price

$57.36 AUD

NULL GLOBAL

NULL SMART BETA

Find Out More

ASIA

ASIA.AX was created on 2018-09-18 by BetaShares. The fund's investment portfolio concentrates primarily on information technology equity. The investment objective of the BetaShares Asia Technology Tigers ETF is to provide an investment return that aims to track the performance of the Solactive Asia ex-Japan Technology & Internet Tigers Index (the Index), before taking into account fees and expenses.

๐Ÿ“Š Share price

$7.28 AUD

NULL ASIA

ACDC

ACDC.AX was created on 2018-08-30 by Global X. The fund's investment portfolio concentrates primarily on theme equity. The Fund aims to provide investors with a return that (before fees and expenses) tracks the performance of the Solactive Battery ValueChain Index (the Index).

๐Ÿ“Š Share price

$100.01 AUD

NULL GLOBAL

NULL OTHER

NULL SMART BETA

NULL THEMATIC

NULL INDEX

WDIV

WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index.

๐Ÿ“Š Share price

$17.69 AUD

IHD.AX was created on 2010-12-06 by iShares. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 290.22m in AUM and 50 holdings. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of 50 ASX listed stocks that offer high dividend yields while meeting diversification, profitability and tradability requirements as well as being screened for sustainability considerations

๐Ÿ“Š Share price

$12.78 AUD

NULL AUSTRALIA

NULL SMART BETA

NULL INCOME

Want more shares? Try these...

Southern Cross Electrical Engineering Ltd. engages in the provision of electrical, instrumentation, communication, and maintenance services. The company is headquartered in Perth, Western Australia. The company went IPO on 2007-11-28. The firm operates in five market sectors: resources-mining and oil and gas, industrial, utilities and energy infrastructure, telecommunications and data centres, commercial developments and public infrastructure and defense. The company offers the full range of capabilities, including electrical and instrumentation (E&I) construction, E&I services and maintenance, and communications. The company is engaged in the provision of electrical services through construction and services contracts to customers in sectors, such as commercial, resources, and infrastructure. The company installs and commissions greenfield and brownfield upgrade projects. Its E&I services and maintenance provide multi-disciplined brownfields operational support, programed and breakdown maintenance, planned shutdown management, and sustaining capital project development.

๐Ÿ“Š Share price

$0.68 AUD

Southern Cross Gold Ltd. operates as a natural resources company which is engaged in the exploration of precious and base mineral interests. The company is headquartered in Melbourne, Victoria. The company went IPO on 2022-05-16. The firm operates four exploration projects: Sunday Creek, Redcastle, Whroo, and Mt Isa. The Sunday Creek Project is a shallow orogenic Fosterville-style deposit located approximately 60 kilometers north of Melbourne and contains within 16,990 hectares of both granted exploration licenses and one granted retention license. The Redcastle Project is located in central Victoria 120 kilometers north of Melbourne, 45 kilometers east of Bendigo and about 20 kilometers northeast of Heathcote. The 14-kilometre long Whroo goldfield, located 130 kilometers north of Melbourne, is one of the largest historic epizonal goldfields in Victoria. The Company, via its wholly owned subsidiary Mawson Queensland, holds seven exploration prospecting licenses for 861 square kilometers of granted exploration licenses in the Cloncurry district of Mt Isa.

๐Ÿ“Š Share price

$0.52 AUD

Seven West Media Ltd. is a multi platform media company, which engages in the business of free to air television broadcasting, digital streaming, and newspaper publishing. The company is headquartered in Perth, Western Australia. The firm operates through three segments, including television, the west and other business and new ventures. Television segment is engaged in production and operation of commercial television programming and stations, as well as distribution of programming content across platforms in Australia and around the world. The West segment is engaged in publishing newspapers and insert magazines in Western Australia, and it includes Colourpress; digital publishing, West Australian Publishers and Community Newspaper Group. Other Business and New Ventures segment is made up of equity accounted investees and other ventures investments. Its media businesses are comprised of Seven Network and its affiliate channels. The company operates various brands, such as Big Brother, Big Brother, SAS Australia, Farmer Wants a Wife, 7NEWS and Sunrise.

๐Ÿ“Š Share price

$0.38 AUD

Swoop Holdings Ltd. engages in the provision of integrated Science, Technology, Engineering, and Math (STEM) solutions combining the use of 3D printers and MyStemsKits curriculum. The company is headquartered in South Melbourne, Victoria. The firm provides data and voice services to the carriers for delivering services in Australia. The company provides Internet services over its own fixed wireless network across its national footprint under Swoop Wholesale and Swoop Business, with residential services in key regional towns under Swoop Broadband, NodeOne, and Beam. The company provides wholesale transit and other services to smaller international ship and port facility securities (ISPs) across its national and international point of presence (POP) locations, through Swoop Wholesale and NodeOne Wholesale. The company also provides services over the National Broadband Network (NBN) fixed line and fixed wireless networks nationally to residential and small and mid-size enterprises (SME) customers. The firm also offers mobile virtual network services through Moose Mobile.

๐Ÿ“Š Share price

$0.20 AUD
Compare
Add to watchlist