SWTZ
Switzer Dividend Growth Fund (Managed Fund)
🇦🇺 ASX
💰 HIGH DIVIDEND
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
-0.46%
Annual Growth
5 years average annual growth
💰
10.50%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
3
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
SWTZ.AX was created on 2017-02-23 by AGP. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investors with an income return that exceeds the S&P/ASX 100 Accumulation Index (Index) (after fees) over rolling 12-month periods, while also maintaining a lower level of volatility relative to the Index over rolling 12-month periods.
📈 Performance
Price History
+1.20%
1M
1Y
All Time
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...
$60,790.04
after 5 years
$118,727.26
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
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show moreTop holdings information is not yet available for this fund. For more information please visit the fund manager's website.
💰 Distributions
Payouts
💰 Annual Distribution Yield*
10.50%
💰 Annual Distribution Earnings Per $1,000 invested**
$104.96
💰 Most Recent Distribution Franked Percentage Estimate
100.00%
💰 Average Distribution Franked Percentage Estimate
95.31 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of SWTZ, your last distribution payment(s) would have been:
$ 51.02
on Fri Sep 20 2024
$ 51.84
on Tue Aug 20 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
$0.25
12.50%
2023
$0.10
9.09%
2022
$0.16
9.09%
2021
$0.07
33.33%
2020
$0.07
33.33%
2019
$0.19
33.33%
2018
$0.16
33.33%
2017
$0.06
33.33%
2016
$0.00
0.00%
2015
$0.00
0.00%
💵 Costs
💼
0.89%
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🤓 Advanced information
Technical Info
💰 Price*
$2.54
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in SWTZ
3
📊 Total Capital Earnings
$5K
🔃 Average investment frequency
15 weeks
💵 Average investment amount
$1,264
⏰ Last time a customer invested in SWTZ
15 days
SWTZ investor breakdown
💵 Income of investors
More than 200k
33%
150k - 200k
100k - 150k
50k - 100k
67%
Less than 50k
👶 Age of investors
18 - 25
26 - 34
33%
35 - 90
67%
🙋 Legal gender of investors
Female
Male
100%
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