MVA
Aussie Large-Cap Property
π¦πΊ ASX
π¦πΊ AUSTRALIA
π REAL ESTATE
ποΈ SOCIALLY AWARE
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π Esg
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
-2.02%
Annual Growth
5 years average annual growth
π°
5.25%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
82
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
MVA.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on real estate equity. The VanEck Australian Property ETF invests in a diversified portfolio of ASX-listed securities with the aim of providing investment returns that closely track the returns of the MVIS Australia A-REITs Index.
π Performance
Price History
+27.18%
1M
1Y
10Y
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...
$58,465.58
after 5 years
$109,944.69
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?
ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out ββ±οΈ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out βπ Top Holdings
Show moreUpdated as of 27 November 2024
Industry Exposure
π‘ Real Estate
100%
Country Exposure
π¦πΊ Australia
100%
π° Distributions
Payouts
π° Annual Distribution Yield*
5.25%
π° Annual Distribution Earnings Per $1,000 invested**
$52.45
π° Most Recent Distribution Franked Percentage Estimate
4.00%
π° Average Distribution Franked Percentage Estimate
3.67 %
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 MVA, your last distribution payment(s) would have been:
$ 263.76
on Tue Jul 23 2024
$ 263.05
on Wed Jan 17 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
$1.09
4.00%
2023
$1.09
4.00%
2022
$1.07
4.00%
2021
$0.98
4.00%
2020
$0.99
3.00%
2019
$1.00
1.00%
2018
$1.01
3.00%
2017
$1.09
1.83%
2016
$0.95
0.00%
2015
$0.83
1.47%
π΅ Costs
πΌ
0.35%
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 Environmental, Social and Governance scores βΉοΈ
π³
Environmental Score
80
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
βοΈ
Governance Score
58
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.
π€ Advanced information
Technical Info
π° Price*
$22.74
π° Price To Earnings Ratio
12.04
π° Price To Book Ratio
0.84
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 MVA
82
π Total Capital Earnings
$95K
π Average investment frequency
33 weeks
π΅ Average investment amount
$1,304
β° Last time a customer invested in MVA
4 days
MVA investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
12%
100k - 150k
17%
50k - 100k
38%
Less than 50k
31%
πΆ Age of investors
18 - 25
26 - 34
44%
35 - 90
49%
π Legal gender of investors
Female
48%
Male
52%
Pearlers who invest in MVA also invest in...
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.
π Performance (5Yr p.a)
3.62%
π Share price
$102.10 AUD
π¦πΊ AUSTRALIA
β³οΈ DIVERSIFIED
𧱠MATERIALS
πΈ FINANCIALS
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.
π Performance (5Yr p.a)
3.79%
π Share price
$68.90 AUD
π GLOBAL
β³οΈ DIVERSIFIED
IVV
IVV.AX was created on 2007-10-10 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The Fund aims to provide investors with the performance of an index, before fees and expenses. The index is designed to measure the performance of large capitalisation US equities.
π Performance (5Yr p.a)
20.56%
π Share price
$63.57 AUD
π HIGH PRICE GROWTH
πΊπΈ UNITED STATES
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.
π Performance (5Yr p.a)
14.02%
π Share price
$140.20 AUD
β³οΈ DIVERSIFIED
π HIGH PRICE GROWTH
π GLOBAL
π€ TECHNOLOGY
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.
π Performance (5Yr p.a)
18.00%
π Share price
$58.46 AUD
π€ TECHNOLOGY
π GLOBAL
π©Ί HEALTH CARE
π HIGH PRICE GROWTH
π COMMUNICATIONS
Want more shares? Try these...
MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index.
π Performance (5Yr p.a)
9.34%
π Share price
$38.28 AUD
π° HIGH DIVIDEND
π HIGH PRICE GROWTH
π¦πΊ AUSTRALIA
πΈ FINANCIALS
MVE.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on mid cap equity. The Fund is designed to capture the performance of the 50 midcap companies listed on ASX having Market Capitalisation ranking from 51 to 100.
π Performance (5Yr p.a)
6.92%
π Share price
$40.36 AUD
π HIGH PRICE GROWTH
π¦πΊ AUSTRALIA
π COMMUNICATIONS
Metcash Ltd. engages in wholesaling, distributing, supplying, and supporting independent retailers and several other businesses networks. The company is headquartered in North Sydney, New South Wales and currently employs 9,000 full-time employees. The company went IPO on 2005-04-08. The firm provides merchandising, operational and marketing support for its food, liquor and hardware customers. Its segments include food, liquor and hardware. The food segment distributes a range of products and services to independent supermarkets and convenience retail outlets. The hardware segment is engaged in the distribution of hardware products to independent retail outlets and the operation of corporate and joint venture retail stores. The liquor segment distributes liquor products to independent retail outlets and hotels. The company provides various liquor brands, including Thirsty Camel, Big Bargain Bottleshop and Duncans. The firm's hardware brands include Mitre 10, Home Hardware, Total Tools and Hardings Hardware. The firm provides services to independent retailers in various corners of Australia, including Cape York and Cooktown in the Northeast, and Dampier and Broome in the Northwest.
π Performance (5Yr p.a)
4.23%
π Share price
$3.15 AUD
ποΈ CONSUMER
π° HIGH DIVIDEND
ποΈ
Social Score
93
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.