STW
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SPDR S&P/ASX 200 Fund

🇦🇺 ASX

🇦🇺 AUSTRALIA

💸 FINANCIALS

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👑 Overview

📈 Performance

📙 Holdings

💰 Distributions

💵 Cost

🍃 Esg

🤓 Advanced

👨‍👩‍👧‍👦 Community

📈

+ 3.63%
Annual Growth

5 years average annual growth

💰

3.31%
Annual distribution yield

Based on the most recent distribution

💵

$ 500
Minimum Order

Due to regulatory requirements

🌏

336
Pearlers Invested

Since January 2020

👑 Overview

Key information
🔎 Fund Overview

STW.AX was created on 2001-08-24 by SPDR. The fund's investment portfolio concentrates primarily on large cap equity. The ETF currently has 5684.16m in AUM and 205 holdings. The SPDR S&P/ASX 200 Fund, seeks to closely match, before fees and expenses, the returns of the S&P/ASX 200 Index.

🌐 Website

📈 Performance

Price History

+40.91%

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...
$67,473.1

after 5 years

$146,539.99

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?
🗓️ Investing frequency calculator

Determine the investment frequency needed to reach your goals

Try it out →
💵 Investing amount calculator

Determine the recurring investment needed to reach your goals

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⏱️ Investing duration calculator

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📙 Top Holdings

Show more
Commonwealth Bank of Australia
9.69%
CSL Ltd
5.63%

Updated as of 30 October 2024

Industry Exposure
🏦 Financials
54%
🧱 Materials
18%
🩺 Health
12%
🛍️ Consumer
7%
🏡 Real Estate
5%
📞 Communication
5%
🔋 Energy
4%
Country Exposure
🇦🇺 Australia
100%

💰 Distributions

Payouts

💰 Annual Distribution Yield*

3.31%

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

$33.07

💰 Most Recent Distribution Franked Percentage Estimate

75.20%

💰 Average Distribution Franked Percentage Estimate

72.97 %

💰 Distribution reinvestment

Learn more

* Based on the most recent distribution

** Calculated by multiplying the most recent distribution yield by $1,000

Estimate your distribution

If you held

$

of STW, your last distribution payment(s) would have been:

$ 125.91

on Mon Oct 14 2024

$ 87.71

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

$2.45

25.07%

2023

$2.91

23.42%

2022

$4.20

26.11%

2021

$2.50

23.66%

2020

$1.61

24.58%

2019

$2.84

20.81%

2018

$2.35

27.34%

2017

$2.34

27.80%

2016

$2.73

43.05%

2015

$1.97

43.44%

💵 Costs

💵

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

💼

0.05%
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
77

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
88

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

⚖️

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.

🤓 Advanced information

Technical Info

💰 Price*

$73.36

💰 Price To Earnings Ratio

18.58

💰 Price To Book Ratio

2.36

💰 Leveraged

No

💰 Inverse

No

*Price may be up to 24 hours old

👩‍👩‍👦 Community Insights

How our community is investing

🌏 Pearlers invested in STW

337

📊 Total Capital Earnings

$5M

🔃 Average investment frequency

42 weeks

💵 Average investment amount

$3,484

Last time a customer invested in STW

6 hours
STW investor breakdown
💵 Income of investors

More than 200k

150k - 200k

7%

100k - 150k

23%

50k - 100k

37%

Less than 50k

27%
👶 Age of investors

18 - 25

9%

26 - 34

38%

35 - 90

53%
🙋 Legal gender of investors

Female

56%

Male

44%

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Strike Energy Ltd. engages in the business of exploring, developing, and producing activities related to oil and gas resources. The company is headquartered in Perth, Western Australia. The company went IPO on 2004-08-05. The company is engaged in the exploration and development of oil and gas resources in Australia. Its segments include Producing Assets and Other. Its projects include Perth Basin, Greater Erregulla Gas, West Erregulla, Project Haber, Perth Basin Geothermal, and Walyering. The Perth Basin project is located close to energy transmission infrastructure that is connected to Western Australia’s population center in the Southwest. Its Perth Basin gas and geothermal acreage is located in Western Australia’s Midwest region. Project Haber is the Company’s vertically integrated low-carbon urea fertilizer production facility, which produces over 1.4 metric tons per annum (mtpa) of granular urea. The firm owns 100% of the geothermal rights in the Perth Basin, covering approximately 3,500 square kilometers (km2). The Walyering gas field is situated approximately 150 km north of Perth near the town of Cataby in the Mid-West.

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$1.43 AUD

🛍️ CONSUMER

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