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WDE - Wealth Defender Equities

12 month change

$0.83
$0.96

LATEST CHANGE -$0.00 (0.00%)

LATEST VOLUME0

MARKET CAP $111.6m

DIVIDEND YIELD4.52%

The Company aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares while using protection strategies including derivatives and cash to dynamically protect the portfolio t

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Fund Details

Fund Manager: Perennial Value
Inception Date: May, 2015
Fund Structure: Listed Investment Company
Management Costs: 0.98%
Performance Fees: No
Average Volume: 223,426
Region: Australia
Industry: Equities All
Focus: Equities All
Benchmark: S&P/ASX 300 Accumulation Index
Dividend Yield: 4.52%
Franking: 100.00%
Dividend Frequency: Bi Annual

Fund Performance

1M 3M YTD 1Y 5Y pa 10Y pa
WDE 0.00% -3.80% 4.12% 0.57% N/A N/A

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The Company aims to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares while using protection strategies including derivatives and cash to dynamically protect the portfolio t

[More]

Fund Details

Fund Manager: Perennial Value
Inception Date: May, 2015
Fund Structure: Listed Investment Company
Management Costs: 0.98%
Performance Fees: No
Average Volume: 223,426
Region: Australia
Industry: Equities All
Focus: Equities All
Benchmark: S&P/ASX 300 Accumulation Index
Dividend Yield: 4.52%
Franking: 100.00%
Dividend Frequency: Bi Annual

Net Asset Value

NAV Premium / (Discount) $ Premium / (Discount) %
Pre Tax $0.9105 $0.01 $1.59
Post Tax $0.9504 $-0.03 $-2.67

Last NAV update: Oct 31, 2018

Dividend History