NWL
Netwealth Group Limited
🇦🇺 ASX
💸 FINANCIALS
📈 HIGH PRICE GROWTH
👑 Overview
📈 Performance
💰 Dividends
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 48.73%
Annual Growth
5 years average annual growth
💰
1.23%
Annual dividend yield
Based on the most recent dividend
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
10
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
Netwealth Group Ltd. operates as a financial services and technology company. The company is headquartered in Melbourne, Victoria. The company went IPO on 2017-11-20. The firm acts as a technology company, a superannuation fund trustee and an administration business. The principal activities of the Company are to provide financial intermediaries and clients with wealth administration and management services, including managed funds, investor directed portfolio services, a superannuation master fund, managed accounts service, self-managed superannuation and non-custodial administration services. The firm operates through the Platform Operations segment. Its digital platform supports how its financial products are delivered to the market. Its financial products include superannuation, including accumulation and retirement income products, investor directed portfolio services for self-managed super and non-super investments, managed accounts, managed funds, self-managed superannuation funds administration, and non-custodial administration and reporting services.
📈 Performance
Price History
+706.22%
1M
1Y
All Time
Graph
Table
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
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →💰 Dividends
Payouts
💰 Annual Dividend Yield*
1.23%
💰 Annual Dividend Earnings Per $1,000 invested**
$12.33
💰 Most Recent Dividend Franked Percentage Estimate
100.00%
💰 Average Dividend Franked Percentage Estimate
100.00 %
💰 Dividend reinvestment
* Based on the most recent dividend
** Calculated by multiplying the most recent dividend yield by $1,000
Estimate your dividend
If you held
$
of NWL, your last dividend payment(s) would have been:
$ 86.99
on Thu Sep 26 2024
$ 103.04
on Thu Mar 28 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
$0.28
100.00%
2023
$0.24
100.00%
2022
$0.20
100.00%
2021
$0.19
100.00%
2020
$0.15
100.00%
2019
$0.12
100.00%
2018
$0.11
50.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
2015
$0.00
0.00%
💵 Costs
💼
N/A
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
12
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
⚖️
Governance Score
39
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*
$29.83
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in NWL
10
📊 Total Capital Earnings
$48K
🔃 Average investment frequency
20 weeks
💵 Average investment amount
$3,209
⏰ Last time a customer invested in NWL
5 days
NWL investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
31%
50k - 100k
38%
Less than 50k
31%
👶 Age of investors
18 - 25
26 - 34
35 - 90
90%
🙋 Legal gender of investors
Female
60%
Male
40%
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An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.