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Summerset Group Holdings Limited

🇦🇺 ASX

🩺 HEALTH CARE

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👑 Overview

📈 Performance

💰 Dividends

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 2.92%
Annual Growth

5 years average annual capital growth

💰

1.88%
Annual dividend yield

Based on the most recent dividend

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

1
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 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 8,700 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 43 villages completed or in development in Aotea, Avonhead, Bell Block, Blenheim, Cambridge, Casebrook, Cranbourne North, Dunedin, Ellerslie, and others. Its portfolio covers over 7,970 total units, including 6,671 retirement units and 1,299 care units.

📈 Performance

Price History

+189.85%

1M

1Y

10Y

Graph

Table

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💵 Investing amount calculator

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💰 Dividends

Payouts

💰 Annual Dividend Yield*

1.88%

💰 Annual Dividend Earnings Per $1,000 invested**

$18.84

💰 Most Recent Dividend Franked Percentage Estimate

0.00%

💰 Average Dividend Franked Percentage Estimate

0.00 %

💰 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:

$ 86.44

on Wed Sep 24 2025

$ 92.28

on Thu Mar 27 2025

*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

2025

$0.19

0.00%

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%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

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
57

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

🕊️

Social Score
71

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

⚖️

Governance Score
68

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*

$9.42

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in SNZ

1

📊 Total Capital Earnings

$5K

🔃 Average investment frequency

18 weeks

💵 Average investment amount

$2,378

Last time a customer invested in SNZ

80 days
SNZ investor breakdown
💵 Income of investors

More than 200k

150k - 200k

100k - 150k

50k - 100k

100%

Less than 50k

👶 Age of investors

18 - 25

26 - 34

100%

35 - 90

🙋 Legal gender of investors

Female

100%

Male

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