SWTZ
Actively managedAustralian SharesSwitzer Dividend Growth Fund - Active ETF
About this ETF
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.
IssuerSwitzer
Management fee (MER)1.00% p.a.
Inception date24 Feb 2017
BenchmarkS&P/ASX 100 TR
Scout Score
26/100
Ranked #22 of 23 in active Australian SharesAn independent score calculated by ETF Scout across 6 real-data factors (cost, diversification, liquidity, fund strength, performance, income), ranked against other actively-managed funds in the same category. Tracking isn't scored, since active funds don't target an index.
Cost5
Diversification—
Liquidity23
Fund Strength61
Performance—
Income50
Strengths
No standout strengths relative to category peers.
Weaknesses
- Higher fee — 1.00% p.a., more expensive than 95% of active Australian Shares funds.
- Lower liquidity — 0.84% bid/ask spread, wider than 77% of active Australian Shares peers.