Switzer Dividend Growth Fund - Exchange Traded Managed Fund - Minimum A$10M IPO (ASX:SWTZ)

Categories Funds, Managed
Sale Type Asking Price
Price Guide AUD $2.50 per Unit
Status: Closed


The Switzer Dividend Growth Fund (“SDGF” or the “Fund”) is an Australian registered managed investment scheme and unit trust. The 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 shares.

The Fund’s investment objective is to deliver capital returns in line with the market while providing investors with an attractive income stream paid quarterly that is franked to a material extent.

The portfolio will be managed by Switzer Asset Management Limited. The portfolio will be managed by an investment Committee comprised of some of Australia’s leading investment experts, including Peter Switzer, Charlie Aitken, George Boubouras and Paul Rickard. The Investment Committee will be supported by the team at Contango Asset Management.

The Fund will be Switzer’s first Australian equity fund to be quoted on the Australian Stock Exchange (ASX), and will trade under the ASX Code SWTZ. Minimum Amount to be raised under the IPO is AUD$10 million.

Firm Bids for priority subscription should be submitted to PrimaryMarkets before 5pm on Friday, 17 February 2017 (AEDT).

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