PIC
Asset Logo

Perpetual Equity Investment Company Limited

๐Ÿ‡ฆ๐Ÿ‡บ ASX

๐Ÿ’ฐ HIGH DIVIDEND

Compare
Add to watchlist
๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ฐ Dividends

๐Ÿ’ต Cost

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

+ 2.67%
Annual Growth

5 years average annual growth

๐Ÿ’ฐ

6.78%
Annual dividend yield

Based on the most recent dividend

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

4
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

Perpetual Equity Investment Company Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales and currently employs 0 full-time employees. The company went IPO on 2014-12-18. Perpetual Equity Investment Company Limited is an Australia-based investment company. The investment objective of the Company is to provide investors with an income stream and long-term capital growth in excess of its benchmark (the S&P/ASX 300 Accumulation Index) over minimum five-year investment periods. The firm creates a concentrated and actively managed portfolio of Australian securities with typically a mid-cap focus and global listed securities. The firm typically holds 20 to 40 securities, which includes Australian listed securities, global listed securities, and cash. The company invests up to 35% in global securities and up to 25% in cash for diversification. The firm invests in various sectors, including materials, consumer discretionary, financials, industrials, real estate, consumer staples, utilities, healthcare, energy, cash/fixed income, and communication services. The firm's investment portfolio is managed by Perpetual Investment Management Limited.

๐Ÿ“ˆ Performance

Price History

+19.62%

1M

1Y

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’ฐ Dividends

Payouts

๐Ÿ’ฐ Annual Dividend Yield*

6.78%

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

$67.80

๐Ÿ’ฐ Most Recent Dividend Franked Percentage Estimate

100.00%

๐Ÿ’ฐ Average Dividend Franked Percentage Estimate

100.00 %

๐Ÿ’ฐ 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 PIC, your last dividend payment(s) would have been:

$ 458.98

on Fri Apr 05 2024

$ 457.14

on Wed Oct 18 2023

*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

$0.00

0.00%

2023

$0.07

100.00%

2022

$0.06

100.00%

2021

$0.06

100.00%

2020

$0.06

100.00%

2019

$0.07

100.00%

2018

$0.06

100.00%

2017

$0.05

100.00%

2016

$0.03

100.00%

2015

$0.01

100.00%

๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

0%
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

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$1.19

*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 PIC

4

๐Ÿ“Š Total Capital Earnings

$66K

๐Ÿ”ƒ Average investment frequency

19 weeks

๐Ÿ’ต Average investment amount

$2,829

โฐ Last time a customer invested in PIC

155 days
PIC investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

40%

50k - 100k

40%

Less than 50k

20%
๐Ÿ‘ถ Age of investors

18 - 25

26 - 34

35 - 90

100%
๐Ÿ™‹ Legal gender of investors

Female

25%

Male

75%

Pearlers who invest in PIC also invest in...

Vanguard Australian Shares Index ETF

VAS

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.

๐Ÿ™Œ Performance (5Yr p.a)

3.83%

๐Ÿ“Š Share price

$102.79 AUD

๐Ÿ‡ฆ๐Ÿ‡บ AUSTRALIA

๐Ÿ’ธ FINANCIALS

๐Ÿงฑ MATERIALS

โ›ณ๏ธ DIVERSIFIED

Find Out More

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.

๐Ÿ™Œ Performance (5Yr p.a)

12.26%

๐Ÿ“Š Share price

$126.57 AUD

๐ŸŒ GLOBAL

๐Ÿค– TECHNOLOGY

โ›ณ๏ธ DIVERSIFIED

๐Ÿ“ˆ HIGH PRICE GROWTH

GRNV.AX was created on 2016-04-27 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. GRNV.AX gives investors access to a diversified portfolio of sustainable Australian companies selected on the basis of in-depth analysis by world leading research agency MSCI ESG Research. GRNV.AX aims to provide investment returns, before fees and other costs, which track the performance of the Index.

๐Ÿ™Œ Performance (5Yr p.a)

4.18%

๐Ÿ“Š Share price

$32.18 AUD

๐Ÿ‡ฆ๐Ÿ‡บ AUSTRALIA

๐Ÿ’ธ FINANCIALS

๐Ÿ•Š๏ธ SOCIALLY AWARE

๐Ÿญ INDUSTRIALS

ESGI.AX was created on 2018-03-06 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The 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)

10.31%

๐Ÿ“Š Share price

$35.27 AUD

๐Ÿ“ˆ HIGH PRICE GROWTH

๐Ÿ‡ฆ๐Ÿ‡บ EX AUSTRALIA

๐Ÿค– TECHNOLOGY

๐Ÿฉบ HEALTH CARE

IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments.

๐Ÿ™Œ Performance (5Yr p.a)

3.56%

๐Ÿ“Š Share price

$5.03 AUD

๐Ÿ’ธ FINANCIALS

๐Ÿ‡บ๐Ÿ‡ธ EX UNITED STATES

Want more shares? Try these...

Peppermint Innovation Ltd. engages in the development and commercialization of proprietary mobile banking, payments, and remittance technology. The company is headquartered in Perth, Western Australia. The company went IPO on 2008-05-29. The Peppermint Platform is a technology platform, which targets four business sectors, namely mobile payments, e-commerce, delivery and logistics, and mobile financial services. The firm also helps in developing applications and offering a managed service subscription to maintain, enhance and upgrade them. Its products include Bizmoto, bizmoTinda, bizmoGO, bizmoPay, bizmoProtect, Banking, and Cooperative. The Bizmoto agent network provides bill payment, buy load, cash transfer services and remittance. The BizmoTinda is an e-commerce platform accessible to agents, merchants, and consumers. The BizmoGo riders provide on-demand curbside delivery and logistics services. The BizmoLoan provides alternative non-bank microenterprise lending. The BizmoProtect provides access to micro-insurance products.

๐Ÿ™Œ Performance (5Yr p.a)

-6.00%

๐Ÿ“Š Share price

$0.01 AUD

๐Ÿค– TECHNOLOGY

Pinnacle Minerals Ltd. engages in the acquisition, exploration, and development of mineral deposits. The firm is focused exploration and development of its portfolio of kaolin, halloysite, battery metals and heavy mineral sands prospective projects in Western Australia and South Australia. The company also focuses on delineating resources at its Bobalong and Holly Kaolin Projects in the Great Southern region of Western Australia. The firm's White Knight and Camel Lake Projects are strategically located adjacent to Andromeda Metals high-grade kaolin-halloysite discoveries in South Australia. The White Knight project consist of three exploration licenses covering 1,051 square kilometers (KM2) on the Western Eyre Peninsula. The Camel Lake Kaolin-Halloysite project consists of one exploration license application (ELA2020/00230) covering 892 km2. The firm's other projects include Adina East Lithium Project, Lac Rug Lithium Project, Lac Bigniba Lithium Project, and Holly Kaolin Project.

๐Ÿ“Š Share price

$0.04 AUD

โ›๏ธ MINING

PharmX Technologies Ltd. engages in the research and development of software solutions. The company is headquartered in Sydney, New South Wales. The firm offers PharmX, an electronic gateway that links pharmacies, pharmaceutical wholesalers and direct suppliers within the pharmacy market, and PharmXchange, a digital sales and marketing platform integrated with PharmX. The firm is also focused on creating a more productive environment for pharmacy and suppliers, with additional ordering functions, such as stock checks, credits, and auto account set up direct from their point of sale (POS) system.

๐Ÿ™Œ Performance (5Yr p.a)

3.00%

๐Ÿ“Š Share price

$0.05 AUD

๐Ÿค– TECHNOLOGY

Pengana International Equities Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales and currently employs 0 full-time employees. The company went IPO on 2004-03-19. Pengana International Equities Limited is an Australia-based investment company. The Companyโ€™s operating activity involves investing its Australian capital in businesses that are listed on global securities exchanges. The Companyโ€™s objective is to provide shareholders with capital growth from investing in an ethically screened and actively managed portfolio of global businesses, in addition to providing shareholders with regular, reliable, and fully franked dividends. The firm invests in businesses selected through Harding Loevner LP (Harding Loevner) responsible investment process that passes Pengana Capital Groupโ€™s (PCGโ€™s) ethical screens. The firm invests in various sectors, including consumer discretionary, consumer staples, financials, healthcare, industrials, information technology, materials, real estate and communication services. The Companyโ€™s investment manager is Pengana Investment Management Limited (PIML).

๐Ÿ™Œ Performance (5Yr p.a)

1.30%

๐Ÿ“Š Share price

$1.15 AUD

๐Ÿ’ฐ HIGH DIVIDEND

Compare
Add to watchlist