NWL
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Netwealth Group Limited

πŸ‡¦πŸ‡Ί ASX

πŸ’Έ FINANCIALS

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸƒ Esg

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 57.38%
Annual Growth

5 years average annual growth

πŸ’°

1.23%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

10
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Netwealth Group Ltd. operates as a financial services and technology company. The company is headquartered in Melbourne, Victoria and currently employs 539 full-time employees. 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.

πŸ“ˆ Performance

Price History

+722.97%

1M

1Y

All Time

Graph

Table

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πŸ—“οΈ Investing frequency calculator

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πŸ’΅ Investing amount calculator

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⏱️ Investing duration calculator

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πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

1.23%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$12.33

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

100.00 %

πŸ’° Dividend reinvestment

Learn more

* 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%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸƒ 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

πŸ•ŠοΈ

Social Score
67

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

βš–οΈ

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.

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$30.45

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in NWL

10

πŸ“Š Total Capital Earnings

$50K

πŸ”ƒ Average investment frequency

19 weeks

πŸ’΅ Average investment amount

$3,209

⏰ Last time a customer invested in NWL

1 day
NWL investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

100k - 150k

31%

50k - 100k

38%

Less than 50k

31%
πŸ‘Ά Age of investors

18 - 25

26 - 34

35 - 90

90%
πŸ™‹ Legal gender of investors

Female

60%

Male

40%

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