GOAT
Morningstar World ex AUS 'Wide Moat'
🇦🇺 ASX
💸 FINANCIALS
🌏 GLOBAL
🏭 INDUSTRIALS
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🤓 Advanced
👨👩👧👦 Community
📈
+ 9.15%
Annual Growth
4 years average annual growth
💰
8.15%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
47
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
GOAT.AX was created on 2020-09-08 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 41.83m in AUM and 63 holdings. Each Fund aims to provide investment returns before fees and other costs which track the performance of the Reference Index in Australian dollars. Each Fund does not aim to perfectly replicate the Reference Index on a one-to-one basis.
📈 Performance
Price History
+38.95%
1M
1Y
All Time
Graph
Table
Unsure how much or often to invest?
🗓️ Investing frequency calculator
Determine the investment frequency needed to reach your goals
Try it out →💵 Investing amount calculator
Determine the recurring investment needed to reach your goals
Try it out →⏱️ Investing duration calculator
Determine how long you will need to invest to reach your goals
Try it out →📙 Top Holdings
Show more
Rheinmetall AG
2.35%
Daifuku Co Ltd
2.35%
Julius Baer Gruppe AG
2.31%
Singapore Exchange Ltd
2.22%
Updated as of 26 November 2024
Industry Exposure
🏦 Financials
40%
🏭 Industrials
30%
📞 Communication
11%
🩺 Health
11%
🧱 Materials
10%
🛍️ Consumer
10%
🤖 Information
10%
Country Exposure
🇺🇸 United States
45%
🇯🇵 Japan
13%
🇬🇧 United Kingdom of Great Britain and Northern Ireland
11%
🇨🇭 Switzerland
8%
🇳🇱 Netherlands
5%
🇫🇷 France
5%
🇸🇬 Singapore
2%
🇸🇪 Sweden
2%
🇩🇪 Germany
2%
🇧🇪 Belgium
2%
🇨🇦 Canada
2%
🇭🇰 Hong Kong
1%
🇮🇪 Ireland
1%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
8.15%
💰 Annual Distribution Earnings Per $1,000 invested**
$81.54
💰 Most Recent Distribution Franked Percentage Estimate
0.00%
💰 Average Distribution Franked Percentage Estimate
0.00 %
💰 Distribution reinvestment
* Based on the most recent distribution
** Calculated by multiplying the most recent distribution yield by $1,000
Estimate your distribution
If you held
$
of GOAT, your last distribution payment(s) would have been:
$ 750.37
on Tue Jul 23 2024
$ 153.49
on Tue Jul 25 2023
*Disclaimer: The information provided in this calculator is only a model to show you how long you need to invest for to achieve your goal, based on several factors, including past performance which is not an indicator of future performance. It is not a prediction and relies on assumptions, such as interest rates, that may vary and change the actual outcome. The results shown are only estimates and are not intended to be relied on when making a financial decision. Consider whether to get advice from a licensed financial adviser before making any financial decision.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$0.00
0.00%
2023
$0.40
NaN%
2022
$0.52
NaN%
2021
$0.22
0.00%
2020
$0.00
0.00%
2019
$0.00
0.00%
2018
$0.00
0.00%
2017
$0.00
0.00%
2016
$0.00
0.00%
2015
$0.00
0.00%
💵 Costs
💼
0.55%
Management Fee
Included in unit price, not charged by Pearler
💸
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
💸 Net fee calculator🤓 Advanced information
Technical Info
💰 Price*
$27.79
💰 Price To Earnings Ratio
21.29
💰 Price To Book Ratio
2.78
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in GOAT
47
📊 Total Capital Earnings
$83K
🔃 Average investment frequency
31 weeks
💵 Average investment amount
$1,311
⏰ Last time a customer invested in GOAT
3 days
GOAT investor breakdown
💵 Income of investors
More than 200k
7%
150k - 200k
7%
100k - 150k
25%
50k - 100k
40%
Less than 50k
21%
👶 Age of investors
18 - 25
26 - 34
36%
35 - 90
57%
🙋 Legal gender of investors
Female
40%
Male
60%
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👷♀️ CONSTRUCTION
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