WXOZ
Asset Logo

🇦🇺 ASX

Compare
Add to watchlist
👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

N/A
Annual Growth

5 years average annual growth

💰

13.81%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

7
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

WXOZ.AX was created on 2013-03-18 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The Investment Objective of SPDR S&P World Ex Australia Carbon Control Fund is to match the performance of its Index before fees and other costs.

🌐 Website

📈 Performance

Price History

+158.22%

1M

10Y

Graph

Table

Unsure how much or often to invest?
🗓️ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out →
💵 Investing amount calculator

Determine the recurring investment needed to reach your goals

Try it out →
⏱️ Investing duration calculator

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

Try it out →

📙 Top Holdings

Show more
Apple Inc
5.39%

Updated as of 23 May 2023

Industry Exposure
🤖 Information
56%
📙 Other
17%
🛍️ Consumer
15%
📞 Communication
13%
Country Exposure
🇺🇸 United States of America (the)
100%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

13.81%

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

$138.14

💰 Most Recent Distribution Franked Percentage Estimate

0.00%

💰 Average Distribution Franked Percentage Estimate

0.00 %

💰 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

$0.00

0.00%

2022

$0.00

0.00%

2021

$0.58

NaN%

2020

$0.73

NaN%

2019

$0.98

NaN%

2018

$0.71

NaN%

2017

$0.62

NaN%

2016

$0.84

NaN%

2015

$1.09

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

0.30%
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*

$38.94

💰 Price To Earnings Ratio

17.94

💰 Price To Book Ratio

2.60

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in WXOZ

7

📊 Total Capital Earnings

N/A

🔃 Average investment frequency

N/A

💵 Average investment amount

N/A

Last time a customer invested in WXOZ

500 days
WXOZ investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

14%

50k - 100k

14%

Less than 50k

71%
👶 Age of investors

18 - 25

26 - 34

14%

35 - 90

86%
🙋 Legal gender of investors

Female

29%

Male

71%

Pearlers who invest in WXOZ also invest in...

Vanguard Australian Shares Index Etf

VAS

VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.

📊 Share price

$90.18 AUD

NULL AUSTRALIA

NULL BETA

Find Out More

VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.

📊 Share price

$104.08 AUD

NULL GLOBAL

NULL EX AUSTRALIA

NULL BETA

NDQ.AX was created on 2015-05-26 by BetaShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to track the performance of the NASDAQ-100 Index (before fees and expenses). The NASDAQ-100 comprises 100 of the largest non-financial companies listed on the NASDAQ market, and includes many companies that are at the forefront of the new economy.

📊 Share price

$34.01 AUD

NULL US

NULL EX AUSTRALIA

NULL BETA

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.

📊 Share price

$57.36 AUD

NULL GLOBAL

NULL SMART BETA

IVV.AX was created on 2000-05-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. 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 large capitalisation US equities.

📊 Share price

$43.11 AUD

NULL US

NULL EX AUSTRALIA

NULL BETA

Want more shares? Try these...

Western Yilgarn NL operates as a mineral exploration firm. The company is headquartered in Perth, Western Australia. The company went IPO on 2007-05-25. The firm is engaged in the evaluation and development of highly prospective projects across Western Australia’s emerging premier mining jurisdictions. The firm through its subsidiary WYX Aus Pty Ltd (WYX AUS), has a 100% interest in the application for exploration license ELA 70/5111 (Darling Range Project). The project covers approximately 349 Square Kilometers (km2) within the Darling Ranges located approximately 75km northeast of Perth, Western Australia. The firm's PGE Projects comprising the Mount Magnet (Challa & Boondanoo), Sylvania, Bulga and Melbourne Projects are primarily located in the Eastern Goldfields and Pilbara regions of Western Australia and are prospective for platinum group metals, gold, nickel and other minerals. The Mount Magnet Project comprises two separate exploration licenses E59/2496 (Boodanoo) and E58/562 (Challa).

📊 Share price

$0.08 AUD

Wisr Ltd. operates consumer finance market. The company is headquartered in Sydney, New South Wales. The firm provides a collection of financial products and services. The firm is engaged in writing personal loans and secured vehicle loans for three, five and seven-year maturities to Australian consumers, and funding these loans through the warehouse funding structures. The company provides a Financial Wellness Platform underpinned by consumer finance products, the Wisr App. The Wisr App helps Australians pay down debt, multiple credit score comparison services and Australia’s first money-coaching app Wisr Today. Combined with content and other products that use technology to provide better outcomes for borrowers, investors, and everyday Australians. The Company’s products include loans, credit scores and round up. Its credit score is a summary of financial habits, and helps lenders get to know its customers. Its loan products include debt consolidation loans, car loans, medical loans and others.

📊 Share price

$0.03 AUD

West Wits Mining Ltd. engages in the exploration of gold and development of projects in South Africa and Indonesia. The company is headquartered in Melbourne, Victoria. The company went IPO on 2007-12-19. The Company’s projects include Witwatersrand Basin project (WBP) and Mt Cecelia project. The Witwatersrand Basin project is located in the gold region of Central Rand Goldfield of South Africa boasts, a 4.28 million ounces (Moz) gold project. The Witwatersrand Basin is a largely underground geological formation which surfaces in the Witwatersrand. In Western Australia, the Company is exploring for gold and base metals at the Mt Cecelia project in a district that supports several projects, such as Woodie Woodie manganese mine, Nifty copper and Telfer gold/copper/silver mines. The Mt Cecelia project is located on the border of the East Pilbara and Paterson Provinces of Western Australia and covers approximately 225 square kilometers (km2) of prospective ground, strategically located adjacent to tenements held by Rio Tinto Ltd.

📊 Share price

$0.01 AUD

WXHG

WXHG.AX was created on 2013-07-08 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The SPDR S&P World ex Australia (Hedged) Fund seeks to closely track, before fees and expenses, the returns of the S&P Developed ex Australia LargeMidCap AUD Hedged Index.

📊 Share price

$21.92 AUD
Compare
Add to watchlist