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SWTZ
Description
Description
SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods.
ASX
ETF - A bundle of shares
Materials
Financials
Performance
Performance
$2.41
AUD
▼ -$0.10 (-3.98%)
30th November 2025, 12:00 a.m.
1M
1Y
ALL TIME
GRAPH
TABLE
GRAPH
TABLE
If I had invested $1,000 in SWTZ 10 years ago, today I would have...
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Quick facts
Quick facts
▲ 0.08% Growth
5 year average annual growth
▲ 5.12% Dividends
5 year average dividend yield
$ 500 minimum investment
Due to regulatory requirements
$1,911.13 median portfolio
Median amount held by the community
Holdings & exposure
Holdings & exposure
Top holdings
View all
BHP (BHP Group Ltd)
7%
NAB (National Australia Bank Ltd)
6%
WBC (Westpac Banking Corp)
6%
Top industry exposure
View all
Financials
31%
Materials
21%
Other
15%
Distributions
Distributions
Annual dividend yield
5.23%
Average franked amount
93.95%
5 year avg. dividend yield (p.a.)
5.12%
Dividend reinvestment
Highest franked amount
100%
Payout dates
See dividend history
Estimate how much you could earn in dividends
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Costs
Costs
PURCHASE FEE
$6.50 AUD (or $5.50 with Pearler Prepay)
MANAGEMENT FEE
0.89% p.a.
Calculate your costs and discover ways to reduce your fees
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ESG
ESG
72.77
Environmental score
78.79
Social score
75.09
Governance score
Advanced information
Advanced information
Leveraged
No
P/E ratio
0.00
Inverse
No
P/B ratio
0.00
Expense ratio
0.89
Inception date
2017-02-23
Community insights
Community insights
General statistics
7 investors hold SWTZ
26 weeks average time between investments
$1,218 average holding per investor
26 days since last community investment
Demographics
Income of investors
50k - 100k
43%
Less than 50k
29%
100k - 150k
14%
More than 200k
14%
150k - 200k
0%
Age of investors
35-90 years old
57%
26-34 years old
43%
18-25 years old
0%
Legal gender of investors
57% male
43% female
Related items
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Pricing data reflects the most recent end-of-day traded price. Live pricing is shown at the time of buy/sell and may differ from what's displayed here. Other data is provided by our data partner, last updated on 30 June 2025, and may have changed since.
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