SOL
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Washington H Soul Pattinson & Company Limited

πŸ‡¦πŸ‡Ί ASX

πŸ“ˆ HIGH PRICE GROWTH

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

+ 9.43%
Annual Growth

5 years average annual growth

πŸ’°

2.73%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

618
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Washington H. Soul Pattinson & Co. Ltd. engages in the ownership of shares, coal mining, distribution and retail of pharmaceutical products; and manufacture of building products. The company is headquartered in Sydney, New South Wales and currently employs 51 full-time employees. Its segments include Strategic Investments Portfolio, Large Caps Portfolio, Private Equity Portfolio, Credit Portfolio, Emerging Companies Portfolio and Property Portfolio. The Strategic Investments Portfolio segment includes significant investments in uncorrelated listed companies where it generally has board representation. Large Caps Portfolio segment is an actively managed, Australian listed equities portfolio. The Private Equity Portfolio segment includes long-term investments in unlisted companies to support their future growth. The Credit Portfolio segment includes investments in corporate loans, bonds, and structured instruments. The Emerging Companies Portfolio segment includes investments in attractive, early stage and high growth companies that are listed, about to undertake an Initial Public Offering (IPO) or are at a pre-IPO stage. Property Portfolio segment comprises direct property investments.

πŸ“ˆ Performance

Price History

+131.17%

1M

1Y

10Y

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*

2.73%

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

$27.30

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

$ 168.71

on Fri May 10 2024

$ 214.73

on Tue Dec 12 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

$0.87

100.00%

2022

$1.15

50.00%

2021

$0.62

100.00%

2020

$0.60

100.00%

2019

$0.58

100.00%

2018

$0.56

100.00%

2017

$0.54

100.00%

2016

$0.52

100.00%

2015

$0.50

100.00%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

0%
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
19

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
56

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
72

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*

$33.52

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in SOL

618

πŸ“Š Total Capital Earnings

$4M

πŸ”ƒ Average investment frequency

30 weeks

πŸ’΅ Average investment amount

$3,226

⏰ Last time a customer invested in SOL

13 hours
SOL investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

8%

100k - 150k

22%

50k - 100k

35%

Less than 50k

28%
πŸ‘Ά Age of investors

18 - 25

26 - 34

20%

35 - 90

75%
πŸ™‹ Legal gender of investors

Female

43%

Male

57%

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