Description: 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.
Exchange: AU
Country: AU
Currency: Australian Dollar (A$)
Category: Equity Australia Large Growth
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock | 97.51 | 0.00 | 97.51 |
| Cash | 2.49 | 0.00 | 2.49 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 43.12 | 1.81 |
| Consumer Cyclical | 12.25 | 1.43 |
| Real Estate | 8.98 | 2.70 |
| Basic Materials | 8.47 | 0.62 |
| Energy | 6.34 | 1.71 |
| Utilities | 5.24 | 6.89 |
| Technology | 4.62 | 0.27 |
| Industrials | 4.30 | 0.61 |
| Communication Services | 2.99 | 1.87 |
| Healthcare | 2.13 | 0.14 |
| Consumer Defensive | 1.56 | 0.32 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| Australasia | 96.68 | 1.03 |
| Eurozone | 1.70 | 89.77 |
| United Kingdom | 1.62 | 2.13 |