SWTZ
Switzer Dividend Growth Fund (Managed Fund)
π¦πΊ ASX
π° HIGH DIVIDEND
π Overview
π Performance
π Holdings
π° Distributions
π΅ Cost
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
-0.31%
Annual Growth
5 years average annual growth
π°
10.66%
Annual distribution yield
Based on the most recent distribution
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
5
Pearlers Invested
Since January 2020
π Overview
Key information
π 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.
π 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...
$61,021.83
after 5 years
$119,627.85
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?
ποΈ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out βπ΅ Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out ββ±οΈ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out βπ Top Holdings
Show moreTop holdings information is not yet available for this fund. For more information please visit the fund manager's website.
π° Distributions
Payouts
π° Annual Distribution Yield*
10.66%
π° Annual Distribution Earnings Per $1,000 invested**
$106.61
π° Most Recent Distribution Franked Percentage Estimate
100.00%
π° Average Distribution Franked Percentage Estimate
95.48 %
π° 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:
$ 52.05
on Wed Nov 20 2024
$ 50.42
on Mon Oct 21 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
$0.27
10.00%
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%
π΅ Costs
πΌ
0.89%
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ€ Advanced information
Technical Info
π° Price*
$2.54
π° Price To Earnings Ratio
0.00
π° Price To Book Ratio
0.00
π° Leveraged
No
π° Inverse
No
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in SWTZ
5
π Total Capital Earnings
$5K
π Average investment frequency
13 weeks
π΅ Average investment amount
$1,308
β° Last time a customer invested in SWTZ
6 days
SWTZ investor breakdown
π΅ Income of investors
More than 200k
20%
150k - 200k
100k - 150k
20%
50k - 100k
40%
Less than 50k
20%
πΆ Age of investors
18 - 25
26 - 34
40%
35 - 90
60%
π Legal gender of investors
Female
20%
Male
80%
Pearlers who invest in SWTZ also invest in...
VDHG.AX was created on 2017-11-20 by Vanguard. The fund's investment portfolio concentrates primarily on target outcome asset allocation. Vanguard Diversified High Growth Index ETF seeks to track the weighted average return of the various indices of the underlying funds in which it invests, in proportion to the Strategic Asset Allocation, before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
4.40%
π Share price
$69.40 AUD
β³οΈ DIVERSIFIED
VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
4.61%
π Share price
$105.07 AUD
π¦πΊ AUSTRALIA
β³οΈ DIVERSIFIED
πΈ FINANCIALS
𧱠MATERIALS
WDIV.AX was created on 2013-11-01 by SPDR. The fund's investment portfolio concentrates primarily on high dividend yield equity. The ETF currently has 274.33m in AUM and 96 holdings. The SPDR S&P Global Dividend Fund seeks to closely track, before fees and expenses, the returns of the S&P Global Dividend Aristocrats AUD Index.
π Performance (5Yr p.a)
-0.08%
π Share price
$20.35 AUD
π REAL ESTATE
ποΈ CONSUMER
QUAL.AX was created on 2014-10-29 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. Each Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.
π Performance (5Yr p.a)
18.51%
π Share price
$57.40 AUD
π GLOBAL
π COMMUNICATIONS
π€ TECHNOLOGY
π©Ί HEALTH CARE
π HIGH PRICE GROWTH
VGS.AX was created on 2014-11-18 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard MSCI International Shares Index ETF seeks to track the return of the MSCI World ex-Australia Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax.
π Performance (5Yr p.a)
13.98%
π Share price
$137.05 AUD
π€ TECHNOLOGY
β³οΈ DIVERSIFIED
π HIGH PRICE GROWTH
Want more shares? Try these...
Southern Cross Electrical Engineering Ltd. engages in the provision of electrical, instrumentation, communication, and maintenance services. The company is headquartered in Perth, Western Australia. The company went IPO on 2007-11-28. Its businesses include SCEE Electrical, Heyday Group, Datatel, S.J. Electric, SEME Solutions and Trivantage Manufacturing. SCEE Electrical is focused on resources and industrial projects and is diversified into transport, infrastructure, defense, utilities and renewables. Datatel is an electrical contractor and communications specialist, delivering commercial fit-outs, and providing services to the corporate, retail, government, resources, transport and telecommunications sectors. Heyday is an ACT-based electrical contractor undertaking commercial building construction and fit-outs, and servicing the office, retail, hotel, high-rise residential, education, health, transport, industrial and data center sectors. S.J. Electric is a provider of electrical and maintenance services to supermarkets, and the retail, commercial and water sectors.
π Performance (5Yr p.a)
37.22%
π Share price
$1.54 AUD
π HIGH PRICE GROWTH
π·ββοΈ CONSTRUCTION
π° HIGH DIVIDEND
Southern Cross Gold Ltd. operates as a natural resources company which is engaged in the exploration of precious and base mineral interests. The company is headquartered in Melbourne, Victoria. The company went IPO on 2022-05-16. The Companyβs focus is primarily on the exploration and development of its portfolio of exploration projects through its wholly owned subsidiaries, Clonbinane Goldfield Pty Ltd (Clonbinane), Mawson Victoria Pty Ltd (Mawson Victoria) and Mawson Queensland Pty Ltd (Mawson Queensland), which hold rights in the projects, including Sunday Creek Project, Whroo Project, Redcastle Project, and Mt Isa Project. Its flagship project, the 100%-owned Sunday Creek epizonal-style gold project, is located about 60 kilometers (km) north of Melbourne within 19,365 hectares (ha) of granted exploration tenements. The Redcastle Project is located in central Victoria about 120 km north of Melbourne, 45 km east of Bendigo and about 20 km northeast of Heathcote. The Mt Isa Project covers about 861 square kilometers of tenure in the Cloncurry/Mount Isa block in Queensland, over a combined 60 km of strike.
π Share price
$3.23 AUD
βοΈ MINING
Seven West Media Ltd. is a multi platform media company, which engages in the business of free to air television broadcasting, digital streaming, and newspaper publishing. The company is headquartered in Perth, Western Australia. The firm operates through three segments, including Television, The West and Other Business and New Ventures. Television segment is engaged in production and operation of commercial television programming and stations, as well as distribution of programming content across platforms in Australia and around the world. The West segment is engaged in publishing newspapers and insert magazines in Western Australia, and it includes Colourpress; digital publishing, West Australian Publishers and Community Newspaper Group. Other Business and New Ventures segment is made up of equity accounted investees and other ventures investments. Its media businesses are comprised of Seven Network and its affiliate channels. The company operates various brands, such as Big Brother, SAS Australia, Farmer Wants a Wife, 7NEWS and Sunrise, among others.
π Performance (5Yr p.a)
-11.51%
π Share price
$0.15 AUD
π₯ MEDIA
Swoop Holdings Ltd. engages in the provision of internet and telecommunication services to small and medium-sized enterprises. The company is headquartered in South Melbourne, Victoria. The Companyβs network is designed and scaled to deliver flexible telecom network services. The principal activities of the Company include fixed wireless access, as well as wholesale transit services to other Internet service providers (ISPs) and telecommunications companies; Internet and telecommunication services to small and medium-sized enterprises; fixed wireless broadband services to residential customers; services over the national broadband network (NBN) fixed line and fixed wireless networks to customers who cannot connect to the Companyβs fixed wireless network; and fiber network management and construction. The company also offers mobile virtual network services through Moose Mobile. Moose Mobile provides over 111,000 mobile services on the Optus Network to customers across Australia.
π Performance (5Yr p.a)
-13.74%
π Share price
$0.18 AUD
π COMMUNICATIONS