Related party disclosure
This product is issued by a company in the AusBiz group. AusBiz may benefit if you invest.
About this Investment
The AusBiz Australian Dividend Fund invests in a concentrated portfolio of 30-50 ASX-listed companies with sustainable dividend yields, strong balance sheets, and franking credit potential. The fund aims to deliver income + growth over a 5-7 year horizon.
Investment Details
Category
Australian Equities
Investor Type
Both
Primary Objective
Growth and Income
Structure
Managed Fund
Liquidity
Unlisted liquid
Funding Stage
Unlisted Mature Fund
Min. Investment
$5,000
Management Fee
0.85% p.a.
Dist. Yield
4.8%
Buy / sell spread
0.10% / 0.10%
APIR code
ABD0001AU
Available on Wrap in
Investment · Super
Performance
1 Year Return
3 Year Return (p.a.)
5 Year Return (p.a.)
Period not stated
Past performance is not a reliable indicator of future performance. All returns shown are after fees.
Asset Allocation
NewAsset allocation data synced daily from the platform.
Documents
UpdatedThis Fund
AusBiz Wrap Platform
About Us
From AusBiz(4)
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General advice warning. This information is general in nature and does not take into account your objectives, financial situation or needs. Consider the PDS and TMD before making any decision. ausbiz Invest Pty Ltd, AFSL [000000]. Read our Financial Services Guide.
AusBiz Wrap is operated by [HUB24 operator / trustee entity, ABN, AFSL], which issues the AusBiz Wrap PDS. ausbiz Invest is the promoter of AusBiz Wrap. The fund is issued by AusBiz Funds Management Ltd.
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