HM1
Hearts and Minds Investment Portfolio
π¦πΊ ASX
π° HIGH DIVIDEND
π Overview
π Performance
π° Dividends
π΅ Cost
π€ Advanced
π¨βπ©βπ§βπ¦ Community
π
-0.79%
Annual Growth
5 years average annual growth
π°
5.33%
Annual dividend yield
Based on the most recent dividend
π΅
$ 500
Minimum Order
Due to regulatory requirements
π
23
Pearlers Invested
Since January 2020
π Overview
Key information
π 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.
π Performance
Price History
+28.15%
1M
1Y
All Time
Graph
Table
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Payouts
π° Annual Dividend Yield*
5.33%
π° Annual Dividend Earnings Per $1,000 invested**
$53.31
π° Most Recent Dividend Franked Percentage Estimate
100.00%
π° Average Dividend Franked Percentage Estimate
100.00 %
π° Dividend reinvestment
* 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%
π΅ Costs
πΌ
N/A
Management Fee
Included in unit price, not charged by Pearler
πΈ
Want to know the long term costs?
Calculate the historic long term costs to hold your investments
πΈ Net fee calculatorπ€ Advanced information
Technical Info
π° Price*
$3.16
*Price may be up to 24 hours old
π©βπ©βπ¦ Community Insights
How our community is investing
π Pearlers invested in HM1
23
π Total Capital Earnings
$118K
π Average investment frequency
31 weeks
π΅ Average investment amount
$1,484
β° Last time a customer invested in HM1
7 days
HM1 investor breakdown
π΅ Income of investors
More than 200k
150k - 200k
16%
100k - 150k
12%
50k - 100k
24%
Less than 50k
44%
πΆ Age of investors
18 - 25
13%
26 - 34
43%
35 - 90
43%
π Legal gender of investors
Female
43%
Male
57%
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HMC Capital Ltd. operates as a national property and investment company. The company is headquartered in Sydney, New South Wales. The company went IPO on 2019-10-14. Its segments include Real Estate and Private Equity. Its Real Estate segment includes its HMC Capital managed HomeCo Daily Needs REIT, HealthCo Healthcare and Wellness REIT, HMC Wholesale Healthcare Fund and the Last Mile Logistics Fund. Its Private Equity segment comprises the HMC Capital Partners Fund I. HomeCo Daily Needs REIT invests in convenience-based assets across the target sub-sectors of neighborhood retail, large format retail and health and services. Healthcare and Wellness REIT invests in hospitals; aged care; childcare; government, life sciences and research; primary care and wellness property assets, and other healthcare and wellness property adjacencies. The company also operates a Private Credit asset management platform over the medium-term spanning real estate, corporate, mezzanine, and infrastructure loans.
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