www.switzerassetmanagement.com.au
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Effective URL: https://www.switzerassetmanagement.com.au/
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View Post > Call us on 1300 052 054 * About us * Investment Managers * WCM Investment Management * Blackmore Capital * Coolabah Capital Investments * Our Funds * WCM Global Growth Limited (ASX:WQG) * WCM International Small Cap Growth Fund (Managed Fund) * WCM Quality Global Growth Fund (Quoted Managed Fund (ASX:WCMQ) * WCM Quality Global Growth Fund (Managed Fund) (Unhedged) * WCM Quality Global Growth Fund (Managed Fund) (Hedged) * WCM Global Long Short Limited (ASX:WLS) * Switzer Dividend Growth Fund (Quoted Managed Fund) (ASX:SWTZ) * Switzer Higher Yield Fund (Chi-X: SHYF) * Insights & Media WCM QUALITY GLOBAL GROWTH FUND ASX code: WCMQ Learn More WCM INTERNATIONAL SMALL CAP GROWTH (MANAGED FUND) Closing soon Learn More SWITZER HIGHER YIELD FUND Learn More SWITZER DIVIDEND GROWTH FUND (SWTZ) Attractive yield | Experienced management | One easy trade Learn More WCM QUALITY GLOBAL GROWTH FUND ASX code: WCMQ Learn More WCM INTERNATIONAL SMALL CAP GROWTH (MANAGED FUND) Closing soon Learn More SWITZER HIGHER YIELD FUND Learn More SWITZER DIVIDEND GROWTH FUND (SWTZ) Attractive yield | Experienced management | One easy trade Learn More prev next * Switzer Dividend Growth Fund * Switzer Higher Yield Fund * WCM Quality Global Growth Fund SWITZER DIVIDEND GROWTH FUND The Switzer Dividend Growth Fund (ASX:SWTZ) is an income-focused exchange-traded managed fund with a mix of yield and quality companies. The objective of the Fund is to generate an above-market yield while maximising franking where possible and deliver capital growth over the long term. We select companies that, in aggregate, generate sustainable dividend income. The portfolio is managed by Blackmore Capital. * Highly franked yield * Tax-effective income * Expert investment management * ASX trading and CHESS statements * Low management fee * Income paid quarterly More Information Contact Us Invest Now SWITZER HIGHER YIELD FUND The Switzer Higher Yield Fund (Chi-X:SHYF) is a floating-rate bond fund that seeks to provide investors with an attractive cash yield with low capital volatility by investing in a portfolio of high-quality and liquid fixed income securities. The fund aims to achieve total returns which are 1.5% to 3.0% greater than the RBA Cash Rate after fees and expenses on a rolling 12-month basis. The portfolio is managed by Coolabah Capital Investments. * Protecting your capital * Diversification * Quarterly income * Low capital volatility * Attractive cash yield * Expert investment management Learn More Contact Us Invest Now WCM QUALITY GLOBAL GROWTH FUND The WCM Quality Global Growth Fund (ASX:WCMQ) aims to provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology, and healthcare sectors. The portfolio is managed by WCM Investment Management, a California-based specialist global equity firm with an outstanding long-term investment track record. * High conviction portfolio * Widening moats and culture * Defensive in downward markets * Unique investment process * Proven offshore manager * ASX trading and CHESS statements More Information How to invest * Switzer Dividend Growth Fund * Switzer Higher Yield Fund * WCM Quality Global Growth Fund SWITZER DIVIDEND GROWTH FUND The Switzer Dividend Growth Fund (ASX:SWTZ) is an income-focused exchange-traded managed fund with a mix of yield and quality companies. The objective of the Fund is to generate an above-market yield while maximising franking where possible and deliver capital growth over the long term. We select companies that, in aggregate, generate sustainable dividend income. The portfolio is managed by Blackmore Capital. * Highly franked yield * Tax-effective income * Expert investment management * ASX trading and CHESS statements * Low management fee * Income paid quarterly Learn More Contact Us Invest Now SWITZER HIGHER YIELD FUND Latest Price* $0.82 Income Paid Half-yearly *Price as of 30 December 2016 The Switzer Higher Yield Fund (Chi-X:SHYF) is a floating-rate bond fund that seeks to provide investors with an attractive cash yield with low capital volatility by investing in a portfolio of high-quality and liquid fixed income securities. The fund aims to achieve total returns which are 1.5% to 3.0% greater than the RBA Cash Rate after fees and expenses on a rolling 12-month basis. The portfolio is managed by Coolabah Capital Investments. * Protecting your capital * Diversification * Quarterly income * Low capital volatility * Attractive cash yield * Expert investment management Learn More Contact Us Apply Online WCM QUALITY GLOBAL GROWTH FUND Initial Offer Closes: 5pm, Aug 22 ASX Code: WCMQ Manager: WCM Investment Management The WCM Quality Global Growth Fund (ASX:WCMQ) aims to provides investors with access to an actively managed portfolio of quality global companies found primarily in the high growth consumer, technology, and healthcare sectors. The portfolio is managed by WCM Investment Management, a California-based specialist global equity firm with an outstanding long-term investment track record. * High conviction portfolio * Widening moats and culture * Defensive in downward markets * Unique investment process * Proven offshore manager * ASX trading and CHESS statements More Information How to invest INSIGHTS & MEDIA Get the latest information and insights tailored to help you maximise your investment returns. Read now Subscribe to our Monthly Investor Update WHY INVEST WITH SWITZER Trusted We are a client-focused firm that will always put the investor first. Track Record Our managers have long-term investment track records of outperformance. Expertise We have assembled a stable of managers that can help investors achieve their financial objectives. Tax-effective Investments Our income investments aim to provide reliable, tax-effective income streams, with low volatility and long-term capital growth. OUR FUNDS * WCM Global Growth Limited (ASX:WQG) * WCM International Small Cap Growth Fund (Managed Fund) * The WCM Quality Global Growth Fund (Quoted Managed Fund) (ASX:WCMQ) * WCM Quality Global Growth Fund (Managed Fund) (Unhedged) * WCM Quality Global Growth Fund (Managed Fund) (Hedged) * WCM Global Long Short Limited (ASX:WLS) * Switzer Dividend Growth Fund (Quoted Managed Fund) (ASX:SWTZ) * Switzer Higher Yield Fund (Chi-X: SHYF) INVESTMENT MANAGERS * WCM Investment Management * Blackmore Capital * Coolabah Capital Investments CONTACT US * Contact switzerassetmanagement.com.au invest@switzer.com.au 1300 052 054 Level 6, 10 Spring Street Sydney NSW 2000 Australia * Investments * Switzer Dividend Growth Fund (Quoted Managed Fund) (ASX:SWTZ) * About us * Our Business * Our People * How to invest * Switzer Dividend Growth Fund * Switzer Higher Yield Fund * insights centre * Monthly Video * Monthly White Paper * Switzer TV * Forms * Halidon PDS * Halidon Application From * Switzer Dividend Growth Fund PDS * Contact us * Contact us * Privacy Policy * Terms & Conditions * About * Contact Copyright © 2021 Switzer Asset Management Limited ABN 26 123 611 978 | AFSL 312247 IMPORTANT INFORMTION Switzer Asset Management Limited (ACN 123611978/AFSL 312247) is the responsible entity and product issuer of the WCMQ (Fund). WCM Investment Management is the investment manager of the Fund. The content on the Switzer Asset Management website is general information only and has been prepared without taking account of the objectives, financial situation or needs of any particular individual. The Fund is an Australian registered managed investment scheme. Units in the Fund are offered and issued by Switzer Asset Management Limited on the terms and conditions described in the PDS and the Fund’s constitution, which should be read in their entirety prior to making any decision to invest in the Fund. By becoming an investor in the Fund, you agree to be bound by the PDS and the Fund’s constitution. Switzer Asset Management Limited, WCM Investment Management and their respective employees, agents and officers do not guarantee the success, repayment of capital, rate of return on income or capital, or investment performance of the Fund. It is your obligation to seek any advice and observe any legal restrictions on investment in the Fund which may apply to you. Consider the appropriateness of the information relating to the Fund with regard to your circumstances. Please read the relevant PDS and obtain appropriate financial and taxation advice tailored to your personal circumstances and consider the suitability of the Fund in view of your financial position, investment objectives and needs before making an investment decision. Past performance is not indicative of future performance. LEGAL NOTICE The PDS or any other information on this website does not constitute an offer or invitation in any jurisdiction other than in Australia (unless expressly permitted within the PDS). Applications from outside Australia will not be accepted through the PDS (unless expressly permitted and submitted in accordance with the PDS). For the avoidance of doubt, notwithstanding anything to the contrary, these products are not intended to be sold to US Persons as defined under Regulation S of the US federal securities laws. iNAV calculations as shown on https://www.switzerassetmanagement.com.au/ (the “data”) is provided by ICE Data Indices, see ICE Terms of Use, and is updated during ASX trading hours. Powered by Factset. iNAV is indicative and for reference purposes only. The Fund is not sponsored, endorsed, sold or marketed by ICE Data Indices, LLC, its affiliates (“ICE Data”) and ICE Data or its respective third party suppliers MAKE NO EXPRESS OR IMPLIED WARRANTIES, AND HEREBY EXPRESSLY DISCLAIM ALL WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE WITH RESPECT TO THE iNAV, IOPV, FUND OR ANY FUND DATA INCLUDED THEREIN. IN NO EVENT SHALL ICE DATA HAVE ANY LIABILITY FOR ANY SPECIAL, PUNITIVE, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS), EVEN IF NOTIFIED OF THE POSSIBILITY OF SUCH DAMAGES. You acknowledge that the data is provided for information only and should not be relied upon for any purpose.