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SWTZ - Switzer Dividend Growth Fund (Managed Fund)

12 month change

$2.23
$2.66

LATEST CHANGE -$0.00 (0.00%)

LATEST VOLUME8,200

MARKET CAP $74.3m

DIVIDEND YIELD5.51%

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

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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: 33,572
Region: Australia
Industry: Equities All
Focus: Dividend Yield
Benchmark: S&P/ASX 200 Index
Dividend Yield: 5.51%
Franking: 99.27%
Dividend Frequency: Quarterly

Fund Performance

1M 3M YTD 1Y 5Y pa 10Y pa
SWTZ 4.29% 3.40% -7.25% -2.80% N/A N/A

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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: 33,572
Region: Australia
Industry: Equities All
Focus: Dividend Yield
Benchmark: S&P/ASX 200 Index
Dividend Yield: 5.51%
Franking: 99.27%
Dividend Frequency: Quarterly

Dividend History