SWF
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Selfwealth Limited

πŸ‡¦πŸ‡Ί ASX

πŸ’Έ FINANCIALS

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’΅ Cost

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

+ 4.39%
Annual Growth

5 years average annual growth

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

5
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

SelfWealth Ltd. engages in the provision of online flat fee trading solutions and online investor community portal services. The company is headquartered in Melbourne, Victoria. The company went IPO on 2017-11-23. Its principal activities consist of online, low-cost share trading services. The company offers a brand-new solution to an age-old investment problem-how to empower investors to make informed decisions without paying exorbitant brokerage fees. The company offers a brokerage structure via the Selfwealth adviser platform. Its flat-fee model is the solution for its clients who want to save on brokerage costs. With its comprehensive platform, clients can easily explore new investment opportunities and seize exciting prospects in global markets. The company supports a variety of accounts: companies, trusts, self-managed super fund, minor, joint, and individual accounts. The company helps investors to invest in various markets, such as Australian Market, United States Market and Hong Kong Market. Its market analysis, stock screener tool and various stocks help investors to find investment opportunities.

πŸ“ˆ Performance

Price History

+26.20%

1M

1Y

All Time

Graph

Table

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πŸ’΅ Investing amount calculator

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πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

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πŸ’Έ Net fee calculator

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$0.25

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in SWF

5

πŸ“Š Total Capital Earnings

$46K

πŸ”ƒ Average investment frequency

22 weeks

πŸ’΅ Average investment amount

$1,597

⏰ Last time a customer invested in SWF

5 days
SWF investor breakdown
πŸ’΅ Income of investors

More than 200k

17%

150k - 200k

100k - 150k

17%

50k - 100k

67%

Less than 50k

πŸ‘Ά Age of investors

18 - 25

26 - 34

40%

35 - 90

60%
πŸ™‹ Legal gender of investors

Female

60%

Male

40%

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