SWTZ:AU:AU-Switzer Dividend Growth Fund (Managed Fund) (AUD)

ETF | Others |

Last Closing

USD 2.5

Change

0.00 (0.00)%

Market Cap

N/A

Volume

4.00

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The Switzer Dividend Growth Fund aims to provide Australian resident investors with tax effective income and long term capital growth by investing in a core portfolio of blue-chip Australian shares1. The portfolio will be managed with the aim of delivering capital returns in line with the market while providing investors with an attractive income stream that is franked to a material extent.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2024-11-17 )

Largest Industry Peers for Others

ETFs Containing SWTZ:AU

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -3.47% 9% A- 43% F
Dividend Return -21.02% 3% F 4% F
Total Return -24.49% 2% F 29% F
Trailing 12 Months  
Capital Gain 1.21% 15% F 45% F
Dividend Return -21.71% 3% F 4% F
Total Return -20.50% 2% F 31% F
Trailing 5 Years  
Capital Gain -4.21% 27% F 46% F
Dividend Return -13.28% 6% D- 3% F
Total Return -17.49% 11% F 38% F
Average Annual (5 Year Horizon)  
Capital Gain 3.58% 52% F 49% F
Dividend Return 5.83% 57% F 49% F
Total Return 2.24% 70% C- 47% F
Risk Return Profile  
Volatility (Standard Deviation) 10.44% 51% F 90% A-
Risk Adjusted Return 55.82% 55% F 82% B
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (AUD)

Quarterly Financials (AUD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

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