Switzer Dividend Growth Fund

The Switzer Dividend Growth Fund aims to provide tax-effective income and long-term capital growth by investing in a portfolio of blue chip Australian shares.

The Fund is listed on the ASX and managed by an expert investment committee consisting of Peter Switzer, Paul Rickard, George Boubouras and Charlie Aitken. Investors can access the Fund using the ticker code SWTZ.

  • Highly franked yield
  • Tax-effective income
  • Expert investment management
  • ASX trading and CHESS statements
  • One low management fee
  • Income paid quarterly

Halidon Yield Enhanced Fund

The Halidon Yield Enhanced Fund aims to provide investors with an attractive cash yield with minimal capital volatility. The fund invests in a diverse range of yield bearing assets including cash, debt and hybrid securities. It is suitable for investors seeking a sustainable income stream who are looking to hold their investment for at least three years.

  • Protect your capital
  • Reliable income
  • Diversification
  • Long track record
  • Low management fee
  • Low volatility
Latest Price* $0.82
Income Paid Half-yearly

*Price as of 30 December 2016

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Switzer Dividend Growth Fund

iNAV $2.524
ASX Code SWTZ
Income Paid Quarterly

The Switzer Dividend Growth Fund aims to provide tax-effective income and long-term capital growth by investing in a portfolio of blue-chip Australian shares.

The Fund is listed on the ASX and managed by an expert investment committee consisting of Peter Switzer, Paul Rickard, George Boubouras and Charlie Aitken. Investors can access the fund using the ticker code SWTZ.

  • Highly franked yield
  • Experienced investment management
  • One easy transaction
  • Income paid quarterly
  • Low management fee
  • Designed for self-directed investors

Halidon Yield Enhanced Fund

Latest Price* $0.82
Income Paid Half-yearly

*Price as of 30 December 2016

The Halidon Yield Enhanced Fund aims to provide investors with an attractive cash yield with minimal capital volatility. The fund invests in a diverse range of yield bearing assets including cash, debt and hybrid securities. It is suitable for investors seeking a sustainable income stream who are looking to hold their investment for at least three years.

  • Protect your capital
  • Reliable income
  • Diversification
  • Long track record
  • Low management fee
  • Low volatility

Free White Paper: Investing for Income

Many investors feel they need to sacrifice capital gains in order to generate any substantial income, however that isn't the case. Often, companies that pay dividends also offer steady capital gains opportunities.

This eBook explains everything you need to know about building a high quality income portfolio, without sacrificing capital growth.

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Our Approach

Switzer Asset Management is a joint venture owned by Switzer Financial Group and Contango Asset Management.

We employ rigorous top-down filters complemented by a disciplined bottom-up stock selection process. This approach involves both quantitative and qualitative fundamental analysis with respect to each of the stocks identified for potential investment.

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Why Invest with Switzer

Trusted
Switzer has been providing financial information and advice to retail clients for over 30 years. Over this time, thousands of investors have benefited from its advisory and newsletter services. The key to Switzer's success has been their honest, accessible, trustworthy and no nonsense approach to helping investors achieve their goals.

Track Record
Switzer Asset Management is a joint venture between Switzer and Contango Asset Management, a leading wholesale manager. Led by George Boubouras, each team member has an average of over 20 years industry experience.

Expertise
We've assembled a highly experienced investment committee consisting of some of Australia's leading investment experts including Peter Switzer, George Boubouras, Paul Rickard as well as highly respected stock picker Charlie Aitken.

Tax-effective investments
Switzer has a suite of investments designed for self-directed investors, SMSF trustees and their advisers. Our investment solutions aim to provide reliable, tax effective income streams, low volatility and long term capital growth.