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 quoted on the ASX and managed by an expert investment committee consisting of Peter Switzer, Paul Rickard 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

Switzer Higher Yield Fund

The Switzer Higher Yield Fund (previously 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* $0.8278
Income Paid Half-yearly

*Price as of 31 May 2018

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WCM Quality Global Growth Fund

The WCM Quality Global Growth Fund (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

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 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

Switzer Higher Yield Fund

Latest Price* $0.82
Income Paid Half-yearly

*Price as of 30 December 2016

The Switzer Higher Yield Fund (previously 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

WCM Quality Global Growth Fund

Initial Offer Closes: 5pm, Aug 22
ASX Code: WCMQ
Manager: WCM Investment Management
The WCM Quality Global Growth Fund (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

Our Approach

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 wholly owned subsidiary of Contango Asset Management, a leading investment manager with a long track record. 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, 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.