Switzer Dividend Growth ETF - Managed Fund

The objective of the Switzer Dividend Growth ETF managed fund is The Fund aims to provide long term growth in both capital and income by investing in Australian listed equities. The portfolio aims to do so with lower volatility and greater downside protection relative to the S&P/ASX 200 Accumulation index benchmark. Income is generally paid monthly to the Fund and franked to a material extent.

The strategy of the Switzer Dividend Growth ETF managed fund is The Investment Manager is an active portfolio manager and seeks to deliver long term growth in both capital and income by investing in Australian listed equities. The investment process incorporates a blended approach of investment styles including value, growth and quality at reasonable price. In distilling the descriptors of value, growth and quality at a reasonable price.

The APIR code of the Switzer Dividend Growth ETF managed fund is .

Switzer Dividend Growth ETF’s total return last month was 0.25%. This was made up of a growth return of -0.12% and an income return of 0.37%. These returns were calculated as at 31 Aug 2025.

Switzer Dividend Growth ETF’s total return for the last three months was 4.59%. This was made up of a growth return of 1.84% and an income return of 2.75%%. These returns were calculated as at 31 Aug 2025.

Switzer Dividend Growth ETF’s one-year total return is 3.64%. This was made up of a growth return of -2.36% and an income return of 6%. These returns were calculated as at 31 Aug 2025.

Switzer Dividend Growth ETF’s one-year total return is 5.63%. This was made up of a growth return of -1.44% and an income return of 7.07%. These returns were calculated as at 31 Aug 2025.

The asset allocation of the Switzer Dividend Growth ETF managed fund is :

The Switzer Dividend Growth ETF managed fund belongs to the Australia Equity Income sector/asset class.

As at 11 Sep 2025, the size of the Switzer Dividend Growth ETF managed fund was $59.37 million.

The Switzer Dividend Growth ETF managed fund has an inception date of 23 Feb 2017.

The current entry price of the Switzer Dividend Growth ETF managed fund is $2.55 per unit and the current exit price is $2.4 per unit (as at 30 Aug 2023).

The current exit price of the Switzer Dividend Growth ETF managed fund is $2.4 per unit and the current entry price is $2.55 per unit (as at 30 Aug 2023).

The minimum initial investment amount for the Switzer Dividend Growth ETF managed fund is $0. Minimum additional investment is $0.