SWTZ
🇦🇺 ASX
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
N/A
Annual Growth
5 years average annual capital growth
💰
3.05%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
4
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
Switzer Dividend Growth Fund (Managed Fund)
📈 Performance
Price History
+1.59%
1M
All Time
Graph
Table
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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*
3.05%
💰 Annual Distribution Earnings Per $1,000 invested**
$30.53
💰 Most Recent Distribution Franked Percentage Estimate
100.00%
💰 Average Distribution Franked Percentage Estimate
93.77 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2025
$0.00
0.00%
2024
$0.00
0.00%
2023
$0.04
25.00%
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%
💵 Costs
💼
N/A
Management Fee
Included in unit price, not charged by Pearler
💸
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💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$2.55
💰 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
4
📊 Total Capital Earnings
N/A
🔃 Average investment frequency
N/A
💵 Average investment amount
N/A
⏰ Last time a customer invested in SWTZ
770 days
SWTZ investor breakdown
💵 Income of investors
More than 200k
20%
150k - 200k
100k - 150k
20%
50k - 100k
20%
Less than 50k
40%
👶 Age of investors
18 - 25
26 - 34
50%
35 - 90
50%
🙋 Legal gender of investors
Female
Male
100%
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