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SWTZ - Switzer Dividend Growth Fund (Managed Fund)

12 month change

$1.67
$2.70

LATEST CHANGE -$0.04 (-1.79%)

LATEST VOLUME19,890

MARKET CAP $76.4m

DIVIDEND YIELD8.10%

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: 59,986
Region: Australia
Industry: Equities All
Focus: Dividend Yield
Benchmark: S&P/ASX 200 Index
Dividend Yield: 8.10%
Franking: 100.00%
Dividend Frequency: Quarterly

Fund Performance

1M 3M YTD 1Y 5Y pa 10Y pa
SWTZ -0.90% 11.73% 1.86% -16.09% N/A N/A

Funds Like SWTZ

RDV Russell High Dividend Australian Shares ETF

QOZ BetaShares FTSE RAFI Australia 200 ETF

SYI SPDR MSCI Australia Select High Dividend Yield Fund

EINC BetaShares Legg Mason Equity Income Fund (managed fund)

Find a fund

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: 59,986
Region: Australia
Industry: Equities All
Focus: Dividend Yield
Benchmark: S&P/ASX 200 Index
Dividend Yield: 8.10%
Franking: 100.00%
Dividend Frequency: Quarterly

Dividend History