IMPQ
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Better Future Fund

🇦🇺 ASX

💸 FINANCIALS

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👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 2.08%
Annual Growth

5 years average annual growth

💰

1.48%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

630
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments.

📝 View Factsheet

📈 Performance

Price History

+21.34%

1M

1Y

All Time

Graph

Table

How could long term investing grow your wealth?*

Based on an initial investment of

$

and recurring investments every

for

$

Your wealth could grow to...
$64,832.25

after 5 years

$135,088.03

after 10 years

*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.

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

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⏱️ Investing duration calculator

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

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📙 Top Holdings

Show more

Meridian Energy Ltd

5.73%
AUB Group Ltd
5.36%

Chorus Ltd

4.95%

Updated as of 30 September 2024

Industry Exposure
🏦 Financials
29%
🏡 Real Estate
19%
⚡️ Utilities
13%
📞 Communication
11%
🛍️ Consumer
11%
🩺 Health
9%
🧱 Materials
9%
Country Exposure
🇦🇺 Australia
85%
🇳🇿 New Zealand
14%
🇺🇸 United States
1%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

1.48%

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

$14.84

💰 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

Estimate your distribution

If you held

$

of IMPQ, your last distribution payment(s) would have been:

$ 143.97

on Wed Jul 10 2024

$ 85.05

on Wed Jul 12 2023

*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.

Distribution History

1Y

5Y

10Y

Graph

Table

Year
Yearly Distribution Earnings Per Share
Franking Estimate

2024

$0.00

0.00%

2023

$0.04

NaN%

2022

$0.22

NaN%

2021

$0.17

0.00%

2020

$0.00

0.00%

2019

$0.00

0.00%

2018

$0.00

0.00%

2017

$0.00

0.00%

2016

$0.00

0.00%

2015

$0.00

0.00%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

0.99%
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

🍃 Environmental, Social and Governance scores ℹ️

🌳

Environmental Score
54

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

🕊️

Social Score
80

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

⚖️

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.

🤓 Advanced information

Technical Info

💰 Price*

$4.89

💰 Price To Earnings Ratio

0.00

💰 Price To Book Ratio

0.00

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in IMPQ

630

📊 Total Capital Earnings

$111K

🔃 Average investment frequency

50 weeks

💵 Average investment amount

$1,165

Last time a customer invested in IMPQ

1 day
IMPQ investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

17%

50k - 100k

44%

Less than 50k

30%
👶 Age of investors

18 - 25

26 - 34

51%

35 - 90

43%
🙋 Legal gender of investors

Female

74%

Male

26%

Pearlers who invest in IMPQ also invest in...

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🙌 Performance (5Yr p.a)

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📊 Share price

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GRNV.AX was created on 2016-04-27 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. GRNV.AX gives investors access to a diversified portfolio of sustainable Australian companies selected on the basis of in-depth analysis by world leading research agency MSCI ESG Research. GRNV.AX aims to provide investment returns, before fees and other costs, which track the performance of the Index.

🙌 Performance (5Yr p.a)

3.60%

📊 Share price

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🇦🇺 AUSTRALIA

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.

🙌 Performance (5Yr p.a)

3.21%

📊 Share price

$100.33 AUD

🇦🇺 AUSTRALIA

⛳️ DIVERSIFIED

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FAIR.AX was created on 2017-11-27 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that includes Australian companies that have passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.

🙌 Performance (5Yr p.a)

2.25%

📊 Share price

$20.88 AUD

⛳️ DIVERSIFIED

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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.

🙌 Performance (5Yr p.a)

13.60%

📊 Share price

$138.43 AUD

⛳️ DIVERSIFIED

📈 HIGH PRICE GROWTH

🌏 GLOBAL

🤖 TECHNOLOGY

Want more shares? Try these...

Imricor Medical Systems, Inc. is a medical device company, which engages in the design, manufacture, and distribution of magnetic resonance imaging (MRI) compatible products for cardiac catheter ablation procedures. The company is headquartered in Burnsville, Minnesota. The company went IPO on 2019-08-30. The firm is engaged in designing, manufacturing, and selling MRI-compatible products for cardiac catheter ablation procedures to treat arrhythmias. Its products include Vision-mitral regurgitation (MR) Ablation Catheter, Advantage-MR electrophysiology (EP) Recorder/Stimulator and Vision-MR Dispersive Electrode. The Vision-MR Ablation Catheter is designed to work under real-time MRI guidance. Advantage-MR EP Recorder/Stimulator System provides technology that allows physicians to utilize both the EP recording system and a cardiac stimulator while ablating within the iCMR environment. The firm sells its products to hospitals and clinics for use in iCMR labs, in which ablation procedures using the Vision-MR Ablation Catheter can be performed.

🙌 Performance (5Yr p.a)

-1.28%

📊 Share price

$1.02 AUD

🩺 HEALTH CARE

Imugene Ltd. is a biopharmaceutical company, which engages in the research, development, and commercialisation of health technologies against cancer. The company is headquartered in Sydney, New South Wales. The company is engaged in developing a range of new and novel immunotherapies that seek to activate the immune system of cancer patients to treat and eradicate tumors. Its platform technology seeks to harness and promote the body’s immune system against cancerous tumors. Its product pipeline includes an off-the-shelf (allogeneic) cell therapy CAR T drug Azer-Cel (azercabtagene zapreleucel) which targets CD19 to attack blood cancer. Its pipeline includes an Oncolytic Virus and B-Cell Immunotherapies aimed at treating a variety of cancers in combination with standard of care drugs and immunotherapies. Its lead candidate is a chimeric vaccinia (pox) virus known as CF33, which is a combination of genomic sequences from multiple vaccinia virus strains to generate a new, safer and more potent virus. Its Chimeric antigen receptor (CAR)-engineered T cells (CAR T) are T cells redirected against tumors through engineered expression of CARs.

🙌 Performance (5Yr p.a)

5.33%

📊 Share price

$0.04 AUD

🧬 BIOTECHNOLOGY

IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.

📊 Share price

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Immutep Ltd. is a clinical stage biotechnology company, which engages in the development of LAG-3 related immunotherapeutic products for cancer and autoimmune diseases. The company is headquartered in Sydney, New South Wales. The firm is focused on developing Lymphocyte Activation Gene (LAG)-3 immunotherapies for cancer and autoimmune diseases. Its lead product candidate, Eftilagimod alpha (efti or IMP321), is a soluble LAG-3Ig fusion protein that is an antigen-presenting cell (APC) agonist designed to capitalize on LAG-3’s ability to drive the adaptive and innate immune systems against cancer. IMP761 is an immunosuppressive agonist antibody to LAG-3, which has the potential to address the root cause of autoimmune diseases by specifically silencing autoimmune memory T cells. Its third product candidate is LAG525, an antagonist (blocking) antibody targeting the LAG-3 molecule on T cells with potential applications in the treatment of cancer. Its fourth product candidate is IMP731 (GSK 781), a depleting (cytotoxic) antibody that is intended to destroy LAG-3 expressing activated T cells involved in autoimmunity.

🙌 Performance (5Yr p.a)

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🧬 BIOTECHNOLOGY

🕊️ SOCIALLY AWARE

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