LSGE
Loomis Sayles Global Equity Fund - Active ETF
π¦πΊ ASX
π¦πΊ EX AUSTRALIA
ποΈ CONSUMER
π€ TECHNOLOGY
π COMMUNICATIONS
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
+ 14.85%
Annual Growth
3 years average annual growth
π°
3.53%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
1
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
LSGE.AX was created on 2021-10-01 by Loomis Sayles. The fund's investment portfolio concentrates primarily on total market equity. To provide a rate of return (after fees and expenses and before taxes) which exceeds the return of the Funds benchmark over a full market cycle.
π Performance
Price History
+47.98%
1M
1Y
All Time
Graph
Table
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ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
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Try it out ββ±οΈ Investing duration calculator
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Try it out βπ Top Holdings
Show moreUpdated as of 30 November 2024
Industry Exposure
ποΈ Consumer
34%
π€ Information
34%
π Communication
31%
π Industrials
17%
𧱠Materials
9%
π©Ί Health
9%
π¦ Financials
7%
Country Exposure
πΊπΈ United States
78%
πΈπͺ Sweden
4%
π¬π§ United Kingdom of Great Britain and Northern Ireland
4%
πΉπΌ Taiwan
3%
π«π· France
3%
π―π΅ Japan
3%
π³π± Netherlands
3%
π¨π¦ Canada
2%
π° Distributions
Payouts
π° Annual Distribution Yield*
3.53%
π° Annual Distribution Earnings Per $1,000 invested**
$35.26
π° Most Recent Distribution Franked Percentage Estimate
0.00%
π° Average Distribution Franked Percentage Estimate
0.00 %
π° Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of LSGE, your last distribution payment(s) would have been:
$ 336.01
on Fri Jul 19 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.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$0.11
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%
2015
$0.00
0.00%
π΅ Costs
πΌ
0.99%
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ€ Advanced information
Technical Info
π° Price*
$3.67
π° Price To Earnings Ratio
31.62
π° Price To Book Ratio
7.45
π° Leveraged
No
π° Inverse
No
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in LSGE
0
π Total Capital Earnings
$-19.89
π Average investment frequency
13 weeks
π΅ Average investment amount
$291
β° Last time a customer invested in LSGE
1034 days
LSGE investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
Less than 50k
πΆ Age of investors
18 - 25
26 - 34
35 - 90
π Legal gender of investors
Female
Male
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