MVB
Aussie Large-Cap Banks
🇦🇺 ASX
💰 HIGH DIVIDEND
📈 HIGH PRICE GROWTH
🇦🇺 AUSTRALIA
💸 FINANCIALS
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 9.75%
Annual Growth
5 years average annual growth
💰
5.23%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
101
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
MVB.AX was created on 2013-10-14 by VanEck. The fund's investment portfolio concentrates primarily on financials equity. MVB.AX gives investors exposure to a diversified portfolio of ASX-listed securities with the aim to provide investment returns before fees and other costs which track the performance of the Index.
📈 Performance
Price History
+53.42%
1M
1Y
10Y
Graph
Table
How could long term investing grow your wealth?*
Based on an initial investment of
$
and recurring investments every
for
$
Your wealth could grow to...
$79,375
after 5 years
$205,953.6
after 10 years
*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.
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
Updated as of 2 December 2024
Industry Exposure
🏦 Financials
100%
Country Exposure
🇦🇺 Australia
100%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
5.23%
💰 Annual Distribution Earnings Per $1,000 invested**
$52.34
💰 Most Recent Distribution Franked Percentage Estimate
69.00%
💰 Average Distribution Franked Percentage Estimate
80.57 %
💰 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 MVB, your last distribution payment(s) would have been:
$ 167.41
on Fri Aug 16 2024
$ 44.67
on Tue Jul 23 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.
Distribution History
1Y
5Y
10Y
Graph
Table
Year
Yearly Distribution Earnings Per Share
Franking Estimate
2024
$1.08
34.50%
2023
$1.90
33.33%
2022
$1.24
50.00%
2021
$1.37
3.33%
2020
$0.50
50.00%
2019
$2.09
33.33%
2018
$0.60
92.00%
2017
$1.53
100.00%
2016
$1.36
91.20%
2015
$1.14
45.28%
💵 Costs
💼
0.28%
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🍃 Environmental, Social and Governance scores ℹ️
🌳
Environmental Score
80
A measure of an organisations or investment's impact on the natural environment, including factors such as carbon emissions, resource usage, and pollution
⚖️
Governance Score
82
An evaluation of an organisations impact on society, focusing on factors such as employee welfare, diversity and inclusion, community engagement, and product safety and quality.
🤓 Advanced information
Technical Info
💰 Price*
$38.80
💰 Price To Earnings Ratio
11.40
💰 Price To Book Ratio
1.33
💰 Leveraged
No
💰 Inverse
No
*Price may be up to 24 hours old
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in MVB
101
📊 Total Capital Earnings
$124K
🔃 Average investment frequency
33 weeks
💵 Average investment amount
$1,431
⏰ Last time a customer invested in MVB
2 days
MVB investor breakdown
💵 Income of investors
More than 200k
5%
150k - 200k
6%
100k - 150k
26%
50k - 100k
31%
Less than 50k
27%
👶 Age of investors
18 - 25
26 - 34
35%
35 - 90
59%
🙋 Legal gender of investors
Female
46%
Male
54%
Pearlers who invest in MVB also invest in...
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IVV
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🙌 Performance (5Yr p.a)
7.73%
📊 Share price
$40.80 AUD
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📞 COMMUNICATIONS
MVF
Monash IVF Group Ltd. engages in the field of fertility services. The company is headquartered in Richmond, Victoria and currently employs 997 full-time employees. The company went IPO on 2014-06-26. The firm is also a provider of specialist women’s imaging services. The company operates through two segments: Monash IVF Group Australia and Monash IVF Group International. The Monash IVF Group Australia segment provides assisted reproductive services, ultrasound, and other related services. The Monash IVF Group International segment provides assisted reproductive services in Southeast Asia. The firm's business includes Fertility Solutions that provide fertility treatment and care; KL Fertility is a fertility specialist center; Monash IVF is a fertility research and treatment center; Monash IVF KPJ Johor is a full-service hospital-based fertility center, and Monash Ultrasound for Women provides tertiary level prenatal diagnostic services. Its business also includes Repromed and Sydney Ultrasound for Women.
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6.37%
📊 Share price
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🩺 HEALTH CARE
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🕊️ SOCIALLY AWARE
🕊️
Social Score
78
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.