SNZ
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Summerset Group Holdings Limited

๐Ÿ‡ฆ๐Ÿ‡บ ASX

๐Ÿ“ˆ HIGH PRICE GROWTH

๐Ÿฉบ HEALTH CARE

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๐Ÿ‘‘ Overview

๐Ÿ“ˆ Performance

๐Ÿ’ฐ Dividends

๐Ÿ’ต Cost

๐Ÿƒ Esg

๐Ÿค“ Advanced

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Community

๐Ÿ“ˆ

+ 9.61%
Annual Growth

5 years average annual growth

๐Ÿ’ฐ

1.74%
Annual dividend yield

Based on the most recent dividend

๐Ÿ’ต

$ 500
Minimum Order

Due to regulatory requirements

๐ŸŒ

2
Pearlers Invested

Since January 2020

๐Ÿ‘‘ Overview

Key information
๐Ÿ”Ž Fund Overview

Summerset Group Holdings Ltd. engages in the development and operation of retirement villages and aged care facilities. The firm is engaged in the design, construction, and operation of retirement villages and care centers. The company provides a range of living options and care services to over 8,000 residents. The company offers a choice of independent living options, including villas, townhouses, and serviced apartments. The company offers various facilities in its village, such as recreational bowling green, barbecue facilities, cafe, communal vegetable gardens, courtesy van, exercise room, hair salon, library, organized outings, and activities, piano, pool table, residents' bar, residents' workshop, swimming pool, and spa. The company has approximately 38 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie, and others. Its portfolio covers over 7,371 total units, including 6,087 retirement units and 1,284 care units.

๐Ÿ“ˆ Performance

Price History

+432.27%

1M

1Y

10Y

Graph

Table

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๐Ÿ’ต Investing amount calculator

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โฑ๏ธ Investing duration calculator

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๐Ÿ’ฐ Dividends

Payouts

๐Ÿ’ฐ Annual Dividend Yield*

1.74%

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

$17.37

๐Ÿ’ฐ Most Recent Dividend Franked Percentage Estimate

0.00%

๐Ÿ’ฐ Average Dividend Franked Percentage Estimate

0.00 %

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 SNZ, your last dividend payment(s) would have been:

$ 79.73

on Fri Sep 20 2024

$ 102.5

on Fri Mar 22 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

$0.19

0.00%

2023

$0.18

0.00%

2022

$0.15

0.00%

2021

$0.14

0.00%

2020

$0.11

0.00%

2019

$0.11

0.00%

2018

$0.10

0.00%

2017

$0.07

0.00%

2016

$0.05

0.00%

2015

$0.03

0.00%

๐Ÿ’ต Costs

๐Ÿ’ต

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

๐Ÿ’ผ

N/A
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

๐Ÿƒ Environmental, Social and Governance scores โ„น๏ธ

๐ŸŒณ

Environmental Score
64

A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution

๐Ÿ•Š๏ธ

Social Score
74

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

โš–๏ธ

Governance Score
60

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.

๐Ÿค“ Advanced information

Technical Info

๐Ÿ’ฐ Price*

$11.71

*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 SNZ

2

๐Ÿ“Š Total Capital Earnings

$7K

๐Ÿ”ƒ Average investment frequency

26 weeks

๐Ÿ’ต Average investment amount

$2,378

โฐ Last time a customer invested in SNZ

4 days
SNZ investor breakdown
๐Ÿ’ต Income of investors

More than 200k

150k - 200k

100k - 150k

33%

50k - 100k

67%

Less than 50k

๐Ÿ‘ถ Age of investors

18 - 25

26 - 34

50%

35 - 90

50%
๐Ÿ™‹ Legal gender of investors

Female

50%

Male

50%

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