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HM1
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Hearts and Minds Investment Portfolio

πŸ‡¦πŸ‡Ί ASX

πŸ’° HIGH DIVIDEND

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πŸ‘‘ Overview

πŸ“ˆ Performance

πŸ’° Dividends

πŸ’΅ Cost

πŸ€“ Advanced

πŸ‘¨β€πŸ‘©β€πŸ‘§β€πŸ‘¦ Community

πŸ“ˆ

-0.79%
Annual Growth

5 years average annual growth

πŸ’°

5.33%
Annual dividend yield

Based on the most recent dividend

πŸ’΅

$ 500
Minimum Order

Due to regulatory requirements

🌏

23
Pearlers Invested

Since January 2020

πŸ‘‘ Overview

Key information
πŸ”Ž Fund Overview

Hearts and Minds Investments Ltd is a AU-based company operating in industry. The company is headquartered in Sydney, New South Wales and currently employs 4 full-time employees. The company went IPO on 2018-11-14. Hearts and Minds Investments Limited is an Australia-based investment company. The firm's investment objective is to provide a concentrated equities portfolio of the highest conviction ideas from fund managers, whilst also supporting Australian medical research institutes. The company seeks to provide shareholders with an investment proposition by creating a concentrated portfolio of long positions in Australian and international securities based on the highest conviction ideas from two groups of fund managers. The company allocates about 35% of its investment portfolio based on the annual recommendations of fund managers who present at their Sohn Hearts & Minds Investment Leaders Conference (known as Conference Fund Managers). The company allocates about 65% of its investment portfolio based on the highest conviction ideas of seven fund managers (known as Core Fund Managers). The Core Fund Managers include Caledonia (Private) Investments, Cooper Investors, and Magellan Asset Management, among others.

πŸ“ View Factsheet

πŸ“ˆ Performance

Price History

+28.15%

1M

1Y

All Time

Graph

Table

Unsure how much or often to invest?
πŸ—“οΈ Investing frequency calculator

Determine the investment frequency needed to reach your goals

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πŸ’΅ Investing amount calculator

Determine the recurring investment needed to reach your goals

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⏱️ Investing duration calculator

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πŸ’° Dividends

Payouts

πŸ’° Annual Dividend Yield*

5.33%

πŸ’° Annual Dividend Earnings Per $1,000 invested**

$53.31

πŸ’° Most Recent Dividend Franked Percentage Estimate

100.00%

πŸ’° Average Dividend Franked Percentage Estimate

100.00 %

πŸ’° Dividend reinvestment

Learn more

* Based on the most recent dividend

** Calculated by multiplying the most recent dividend yield by $1,000

Estimate your dividend

If you held

$

of HM1, your last dividend payment(s) would have been:

$ 378.6

on Thu Oct 17 2024

$ 369

on Thu Apr 18 2024

*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.

Dividend History

1Y

5Y

10Y

Graph

Table

Year
Yearly Dividend Earnings Per Share
Franking Estimate

2024

$0.14

100.00%

2023

$0.20

100.00%

2022

$0.14

Infinity%

2021

$0.12

100.00%

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%

πŸ’΅ Costs

πŸ’΅

6.50 AUD*
Purchase Fee

*$5.50 with Pearler Prepay

πŸ’Ό

N/A
Management Fee

Included in unit price, not charged by Pearler

πŸ’Έ

Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πŸ’Έ Net fee calculator

πŸ€“ Advanced information

Technical Info

πŸ’° Price*

$3.16

*Price may be up to 24 hours old

πŸ‘©β€πŸ‘©β€πŸ‘¦ Community Insights

How our community is investing

🌏 Pearlers invested in HM1

23

πŸ“Š Total Capital Earnings

$118K

πŸ”ƒ Average investment frequency

31 weeks

πŸ’΅ Average investment amount

$1,484

⏰ Last time a customer invested in HM1

7 days
HM1 investor breakdown
πŸ’΅ Income of investors

More than 200k

150k - 200k

16%

100k - 150k

12%

50k - 100k

24%

Less than 50k

44%
πŸ‘Ά Age of investors

18 - 25

13%

26 - 34

43%

35 - 90

43%
πŸ™‹ Legal gender of investors

Female

43%

Male

57%

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