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LEVR
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First Sentier Geared Australian Share Complex ETF

๐Ÿ‡ฆ๐Ÿ‡บ ASX

๐Ÿ’ธ FINANCIALS

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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

+ 23.11%
Growth

5 months capital growth

๐Ÿ’ฐ

2.50%
Annual distribution yield

Based on the most recent distribution

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

2
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

LEVR.AX was created on 2023-09-25 by First Sentier. The fund's investment portfolio concentrates primarily on large cap equity. To magnify long-term returns from capital growth by borrowing to invest in large Australian companies. The Fund aims to outperform the S&P/ASX 100 Accumulation Index over rolling seven-year periods before fees and taxes.

๐ŸŒ Website

๐Ÿ“ˆ Performance

Price History

+10.13%

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
Commonwealth Bank of Australia
12.80%
CSL Ltd
6.33%

Updated as of 30 June 2025

Industry Exposure
๐Ÿฆ Financials
45%
๐Ÿงฑ Materials
16%
๐Ÿฉบ Health
12%
๐Ÿญ Industrials
7%
๐Ÿก Real Estate
7%
๐Ÿ›๏ธ Consumer
7%
๐Ÿ“™ Other
6%

๐Ÿ’ฐ Distributions

Payouts

๐Ÿ’ฐ Annual Distribution Yield*

2.50%

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

$24.97

๐Ÿ’ฐ Most Recent Distribution Franked Percentage Estimate

0.00%

๐Ÿ’ฐ Average Distribution Franked Percentage Estimate

0.00 %

๐Ÿ’ฐ 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 LEVR, your last distribution payment(s) would have been:

$ 242.86

on Mon Jul 14 2025

*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

2025

$0.04

0.00%

2024

$0.00

0.00%

2023

$0.00

0.00%

2022

$0.00

0.00%

2021

$0.00

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%

๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
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

๐Ÿƒ Environmental, Social and Governance scores โ„น๏ธ

๐ŸŒณ

Environmental Score
84

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

๐Ÿ•Š๏ธ

Social Score
84

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

โš–๏ธ

Governance Score
72

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.

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$1.69

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 LEVR

2

๐Ÿ“Š Total Capital Earnings

N/A

๐Ÿ”ƒ Average investment frequency

56 weeks

๐Ÿ’ต Average investment amount

$3,056

โฐ Last time a customer invested in LEVR

5 days
LEVR investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

50%

100k - 150k

50k - 100k

Less than 50k

50%
๐Ÿ‘ถ Age of investors

18 - 25

50%

26 - 34

35 - 90

50%
๐Ÿ™‹ Legal gender of investors

Female

50%

Male

50%

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QUAL

QUAL.AX was created on 2014-10-29 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.

๐Ÿ™Œ Performance (5Yr p.a)

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๐Ÿ“Š Share price

$61.94 AUD

๐Ÿ“ž COMMUNICATIONS

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๐Ÿ™Œ Performance (5Yr p.a)

12.78%

๐Ÿ“Š Share price

$130.75 AUD

๐Ÿค– TECHNOLOGY

๐Ÿ‡บ๐Ÿ‡ธ UNITED STATES

๐Ÿ“ˆ HIGH PRICE GROWTH

๐Ÿญ INDUSTRIALS

GDX.AX was created on 2015-06-26 by VanEck. The fund's investment portfolio concentrates primarily on materials equity. To achieve this investment objective, GDX.AX employs a passive management strategy of investing in the NYSE-listed GDX.AX issued and operated by VanEck in the United States.

๐Ÿ™Œ Performance (5Yr p.a)

20.65%

๐Ÿ“Š Share price

$112.20 AUD

๐Ÿ•Š๏ธ SOCIALLY AWARE

๐Ÿงฑ MATERIALS

โš–๏ธ HIGH GOVERNANCE

๐Ÿ“ˆ HIGH PRICE GROWTH

AVZ Minerals Ltd. engages in the exploration of mineral properties. The company is headquartered in Perth, Western Australia. The company went IPO on 2007-09-14. The firm is focused on developing the Manono Lithium and Tin Project located in the south of the Democratic Republic of Congo (DRC) in central Africa. The firm has a 75% interest in the Manono Project. The Manono Project comprises PR13359, which covers 188 square kilometers (km2). The Manono Project is located 500 kilometers due north of Lubumbashi in the south of the Democratic Republic of Congo (DRC) in central Africa. The company also holds a 100 % interest in the Manono Extension Project which surrounds the Manono Project. The Manono Extension Project comprises two granted exploration permits (PRs 4029 and 4030) covering 242.25 km2 surrounding the Manono Project license. Its subsidiaries include AVZ International Pty Ltd, AVZ Minerals Congo SARL, AVZ Power, Dathcom Mining SA, and Maji Bora Ya Manono.

๐Ÿ™Œ Performance (5Yr p.a)

370.00%

๐Ÿ“Š Share price

$0.78 AUD

โ›๏ธ MINING

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™Œ Performance (5Yr p.a)

7.59%

๐Ÿ“Š Share price

$74.87 AUD

โ›ณ๏ธ DIVERSIFIED

๐ŸŒ GLOBAL

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Lefroy Exploration Ltd. engages in the exploration of gold and nickel. The Companyโ€™s Lefroy Project is a contiguous and wholly granted 635 square kilometers land package, located approximately 50 kilometers (km) southeast of Kalgoorlie. The Lefroy Project incorporates about 246 square kilometers Western Lefroy package. The Western Lefroy package covers the prospective Woolibar Trend. The Mt Martin Gold Mine lies within the western boundary of about 76 square kilometers freehold title, Location 45, in its greater Lefroy Gold Project (LGP) approximately 30 km south of Kalgoorlie. Burns is an alkalic gold-copper-molybdenum-silver-cobalt porphyry mineral system. Its nickel portfolio includes the Goodyear Nickel Deposit within Location 45, Carnilya South 6 km east of Goodyear, the Lake Johnston Project about 120 km west of Norseman, and the 2872 square kilometers Glenayle Project about 210 km north of Wiluna.

๐Ÿ™Œ Performance (5Yr p.a)

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๐Ÿ“Š Share price

$0.15 AUD

โ›๏ธ MINING

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