HLI
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Helia Group Limited

πŸ‡¦πŸ‡Ί ASX

πŸ•ŠοΈ SOCIALLY AWARE

πŸ’° HIGH DIVIDEND

πŸ’Έ FINANCIALS

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸƒ Esg

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 6.03%
Annual Growth

5 years average annual growth

πŸ’°

15.54%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

38
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Helia Group Ltd. engages in the provision of lenders mortgage insurance. The company is headquartered in North Sydney, New South Wales and currently employs 233 full-time employees. The company went IPO on 2014-05-20. Its LMI proposition protects lenders if a homeowner defaults on a home loan and the lender is unable to recover the outstanding loan amount from the sale of the secured property. Lender’s purchase LMI for risk transfer and capital management purposes. LMI provides protection to a lender to help borrowers purchase a property with a smaller deposit. LMI protects the lender against the risk of potential losses, in case they are unable to make home loan repayments, and the lender is unable to recover the outstanding loan amount from the sale of the security property. This makes loans more accessible to people who are looking to buy a home with less than 20% deposit. Home buyers have a range of flexible options for paying the LMI cost to their lender. The company also offers flexible solutions to support home ownership and provide options for covering the LMI cost.

πŸ“ˆ Performance

Price History

+35.25%

1M

1Y

10Y

Graph

Table

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πŸ’΅ Investing amount calculator

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⏱️ Investing duration calculator

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πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

15.54%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$155.44

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

93.75 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

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

Estimate your dividend

If you held

$

of HLI, your last dividend payment(s) would have been:

$ 516.35

on Thu Sep 19 2024

$ 402.41

on Fri Mar 22 2024

*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.30

100.00%

2023

$0.28

33.33%

2022

$0.36

50.00%

2021

$0.05

Infinity%

2020

$0.07

NaN%

2019

$0.42

50.00%

2018

$0.28

50.00%

2017

$0.38

50.00%

2016

$0.42

50.00%

2015

$0.38

33.33%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

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

πŸƒ Environmental, Social and Governance scores ℹ️

🌳

Environmental Score
45

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

πŸ•ŠοΈ

Social Score
99

An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.

βš–οΈ

Governance Score
62

An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$4.46

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in HLI

38

πŸ“Š Total Capital Earnings

$56K

πŸ”ƒ Average investment frequency

29 weeks

πŸ’΅ Average investment amount

$8,345

⏰ Last time a customer invested in HLI

16 days
HLI investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

18%

50k - 100k

25%

Less than 50k

50%
πŸ‘Ά Age of investors

18 - 25

8%

26 - 34

39%

35 - 90

53%
πŸ™‹ Legal gender of investors

Female

32%

Male

68%

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