IMPQ
eInvest Future Impact Small Caps Fund (Managed Fund)
🇺🇸 EX UNITED STATES
💸 FINANCIALS
👑 Overview
📈 Performance
📙 Holdings
💰 Distributions
💵 Cost
🍃 Esg
🤓 Advanced
👨👩👧👦 Community
📈
+ 4.51%
Annual Growth
5 years average annual growth
💰
0.84%
Annual distribution yield
Based on the most recent distribution
💵
$ 500
Minimum Order
Due to regulatory requirements
🌏
658
Pearlers Invested
Since January 2020
👑 Overview
Key information
🔎 Fund Overview
IMPQ.AX was created on 2021-09-29 by Perennial. The fund's investment portfolio concentrates primarily on total market equity. The objective of the Fund is to deliver long-term capital growth predominately through investments in Australian and New Zealand listed smaller and mid-cap companies that are Better Future Investments.
📈 Performance
Price History
+22.33%
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
6.16%
Updated as of 31 March 2024
Industry Exposure
📙 Other
33%
🏦 Financials
30%
🩺 Health
20%
🏡 Real Estate
17%
Country Exposure
🇦🇺 Australia
87%
🇳🇿 New Zealand
13%
💰 Distributions
Payouts
💰 Annual Distribution Yield*
0.84%
💰 Annual Distribution Earnings Per $1,000 invested**
$8.42
💰 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 5 year average distribution yield by $1,000
Estimate your distribution
If you held
$
of IMPQ, your last distribution payment(s) would have been:
$ 85.05
on Wed Jul 12 2023
$ 459.06
on Tue Jul 12 2022
*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
$0.00
0.00%
2022
$0.22
NaN%
2021
$0.17
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
💼
0.99%
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
44
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
57
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
$4.93
💰 Price To Earnings Ratio
0.00
💰 Price To Book Ratio
0.00
💰 Leveraged
No
💰 Inverse
No
👩👩👦 Community Insights
How our community is investing
🌏 Pearlers invested in IMPQ
658
📊 Total Capital Earnings
$112K
🔃 Average investment frequency
43 weeks
💵 Average investment amount
$1,188
⏰ Last time a customer invested in IMPQ
2 days
IMPQ investor breakdown
💵 Income of investors
More than 200k
150k - 200k
100k - 150k
17%
50k - 100k
45%
Less than 50k
30%
👶 Age of investors
18 - 25
9%
26 - 34
50%
35 - 90
41%
🙋 Cis-gender of investors
Female
72%
Male
28%
Pearlers who invest in IMPQ also invest in...
ESGI.AX was created on 2018-03-06 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to provide investment returns before fees and other costs which track the performance of its Reference Index in Australian dollars.
🙌 Performance (5Yr p.a)
11.08%
📊 Share price
$34.53 AUD
🇦🇺 EX AUSTRALIA
📈 HIGH PRICE GROWTH
🩺 HEALTH CARE
🤖 TECHNOLOGY
GRNV.AX was created on 2016-04-27 by VanEck. The fund's investment portfolio concentrates primarily on total market equity. GRNV.AX gives investors access to a diversified portfolio of sustainable Australian companies selected on the basis of in-depth analysis by world leading research agency MSCI ESG Research. GRNV.AX aims to provide investment returns, before fees and other costs, which track the performance of the Index.
🙌 Performance (5Yr p.a)
3.88%
📊 Share price
$29.59 AUD
🕊️ SOCIALLY AWARE
🇺🇸 EX UNITED STATES
💸 FINANCIALS
VAS.AX was created on 2009-05-04 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Australian Shares Index ETF seeks to track the return of the S&P/ASX 300 Index before taking into account fees, expenses and tax.
🙌 Performance (5Yr p.a)
3.81%
📊 Share price
$94.77 AUD
🧱 MATERIALS
💸 FINANCIALS
⛳️ DIVERSIFIED
FAIR.AX was created on 2017-11-27 by BetaShares. The fund's investment portfolio concentrates primarily on total market equity. The fund aims to track the performance of an index (before fees and expenses) that includes Australian companies that have passed screens to exclude companies with direct or significant exposure to fossil fuels or engaged in activities deemed inconsistent with responsible investment considerations.
🙌 Performance (5Yr p.a)
2.41%
📊 Share price
$19.22 AUD
🇺🇸 EX UNITED STATES
⛳️ DIVERSIFIED
VESG.AX was created on 2018-09-11 by Vanguard. The fund's investment portfolio concentrates primarily on total market equity. Vanguard Ethically Conscious International Shares Index ETF seeks to track the return of the FTSE Developed ex Australia Choice Index (with net dividends reinvested) in Australian dollars before taking into account fees, expenses and tax
🙌 Performance (5Yr p.a)
13.31%
📊 Share price
$85.35 AUD
🌏 GLOBAL
⛳️ DIVERSIFIED
🤖 TECHNOLOGY
📈 HIGH PRICE GROWTH
Want more shares? Try these...
IMLC.AX was created on 2023-08-01 by IML. The fund's investment portfolio concentrates primarily on total market equity. The Fund aims to outperform the S&P/ASX 300 Accumulation Index (after fees and expenses and before taxes) on a rolling four-year basis.
📊 Share price
$3.94 AUD
Immutep Ltd. is a clinical stage biotechnology company, which engages in the development of LAG-3 related immunotherapeutic products for cancer and autoimmune diseases. The company is headquartered in Sydney, New South Wales. The firm is focused on developing Lymphocyte Activation Gene (LAG)-3 immunotherapies for cancer and autoimmune diseases. Its lead product candidate, Eftilagimod alpha (efti or IMP321), is a soluble LAG-3Ig fusion protein that is an antigen-presenting cell (APC) agonist designed to capitalize on LAG-3’s ability to drive the adaptive and innate immune systems against cancer. IMP761 is an immunosuppressive agonist antibody to LAG-3, which has the potential to address the root cause of autoimmune diseases by specifically silencing autoimmune memory T cells. Its third product candidate is LAG525, an antagonist (blocking) antibody targeting the LAG-3 molecule on T cells with potential applications in the treatment of cancer. Its fourth product candidate is IMP731 (GSK 781), a depleting (cytotoxic) antibody that is intended to destroy LAG-3 expressing activated T cells involved in autoimmunity.
🙌 Performance (5Yr p.a)
12.22%
📊 Share price
$0.43 AUD
🧬 BIOTECHNOLOGY
📈 HIGH PRICE GROWTH
🕊️ SOCIALLY AWARE
🕊️
Social Score
80
An assessment of an organisations management practices, board structure, transparency, and accountability, reflecting its commitment to ethical behavior and responsible decision-making.