Never miss an update

Price

$2.54

4pm May 24, 2018

LATEST Change

0%

LATEST Volume

9,800

Market Cap

$78.7m

The Switzer Dividend Growth Fund (SWTZ) aims to provide investors with tax-effective income and long-term capital growth by investing in a core portfolio of blue chip Australian shares.

The portfolio will be managed to deliver

[More]

Fund Details

Fund Manager: Switzer Asset Management
Inception Date: Feb 2017
Fund Structure: Exchange Traded Fund
Management Costs: 0.89%
Performance Fees: No
Average Volume: 43,862 units
Region: Australia
Industry: Equities All
Focus: Dividend Yield
Benchmark: S&P/ASX 200 Index
Dividend Yield: 3.76%
Franking: 86.30%
Dividend Frequency: Quarterly

Fund Performance

1M
3M
YTD
1Y
3Y pa
5Y pa
10Y pa
SWTZ
2.01%
0%
1.60%
1.20%
N/A
N/A
N/A

Dividend History

Latest Announcements

Date
Article
2018-05-15
Quarterly portfolio disclosure as at 31 March 2018
2018-05-07
Monthly Redemptions and Units on Issue as at 30 April 2018
2018-04-05
Monthly Redemptions and Units on Issue at 31 March 2018
2018-04-03
Final Distribution Amount for 31 March 2018 Quarter

find a fund

Management Fees:

Dividend Yield: