SFY
SPDR S&P/ASX 50 Fund
π¦πΊ ASX
πΈ FINANCIALS
π¦πΊ AUSTRALIA
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π Esg
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
+ 2.87%
Annual Growth
5 years average annual growth
π°
3.65%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
16
Pearlers Invested
Since January 2020
π Overview
Key information
π Fund Overview
SFY.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 792.92m in AUM and 52 holdings. The Investment Objective of each Fund is to match the performance of its Index before fees and other costs.
π Performance
Price History
+33.86%
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...
$66,164.47
after 5 years
$140,788.79
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 19 December 2024
Industry Exposure
π¦ Financials
55%
𧱠Materials
17%
π©Ί Health
11%
ποΈ Consumer
7%
π‘ Real Estate
6%
π Communication
4%
π Energy
4%
Country Exposure
π¦πΊ Australia
96%
πΊπΈ United States
3%
π³πΏ New Zealand
1%
π° Distributions
Payouts
π° Annual Distribution Yield*
3.65%
π° Annual Distribution Earnings Per $1,000 invested**
$36.49
π° Most Recent Distribution Franked Percentage Estimate
78.55%
π° Average Distribution Franked Percentage Estimate
74.05 %
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 SFY, your last distribution payment(s) would have been:
$ 146.56
on Mon Oct 14 2024
$ 104.61
on Fri Jul 12 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
$2.66
26.18%
2023
$2.80
23.11%
2022
$3.64
26.71%
2021
$2.52
25.38%
2020
$1.83
25.55%
2019
$2.92
20.83%
2018
$2.58
27.81%
2017
$2.58
28.74%
2016
$3.42
43.74%
2015
$2.17
44.24%
π΅ Costs
πΌ
0.20%
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
77
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
80
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*
$71.83
π° Price To Earnings Ratio
17.60
π° Price To Book Ratio
2.40
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 SFY
16
π Total Capital Earnings
$15K
π Average investment frequency
54 weeks
π΅ Average investment amount
$3,628
β° Last time a customer invested in SFY
19 days
SFY investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
100k - 150k
50k - 100k
37%
Less than 50k
47%
πΆ Age of investors
18 - 25
25%
26 - 34
44%
35 - 90
31%
π Legal gender of investors
Female
56%
Male
44%
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π Performance (5Yr p.a)
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π Share price
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π¦πΊ AUSTRALIA
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𧱠MATERIALS
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π HIGH PRICE GROWTH
πΊπΈ UNITED STATES
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π Share price
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π GLOBAL
β³οΈ DIVERSIFIED
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π Performance (5Yr p.a)
14.02%
π Share price
$140.16 AUD
β³οΈ DIVERSIFIED
π HIGH PRICE GROWTH
π GLOBAL
π€ TECHNOLOGY
VHY.AX was created on 2011-05-23 by Vanguard. The fund's investment portfolio concentrates primarily on high dividend yield equity. Vanguard Australian Shares High Yield ETF seeks to track the return of the FTSE Australia High Dividend Yield Index before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
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π Share price
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π¦πΊ AUSTRALIA
πΈ FINANCIALS
𧱠MATERIALS
β³οΈ DIVERSIFIED
π° HIGH DIVIDEND
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SG Fleet Group Ltd. engages in provision of fleet management, vehicle leasing and salary packaging services. The company is headquartered in Pymble, New South Wales. The company went IPO on 2014-03-04. The firm is a provider of integrated mobility solutions, including fleet management, vehicle leasing and salary packaging services. Its segments include Australia, New Zealand, and the United Kingdom. The firm focuses on advanced fleet management capabilities and flexible mobility solutions, and selectively invests in new technologies and business models. The Companyβs fleet solutions include fleet innovation, fleet management services, fleet funding, fleets for government, commercial vehicles and truck leasing, small fleets, fleet vehicle accessories, and accident management. The company provides various fleet management tools, software and management systems, such as Fleetintelligence, Bookingintelligence, Electronic Logbook, Inspect365, eStart, REVS, Carsharing, Safety solution, Fleetcoach. The firm manages approximately 270,000 fleets. The company offers a full range of fleet management solutions for corporate and government customers.
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π¨ COMMERCIAL SERVICES & SUPPLIES
π° HIGH DIVIDEND
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π Share price
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βοΈ MINING
ποΈ
Social Score
88
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.