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SWP - ETF Fact Sheet

SWP Growth & Income ETF - USD

Fund Identification

Ticker

SWP

ISIN

US56170L6121

Main Metrics

Price

$28.85

Expense Ratio

0.99%

AuM

$152.61M

Tracking Difference

%

Ratings

Trackinsight rating

N/A

ESG Consensus®

This fund’s exact Final Sustainability Grade is available in Trackinsight Enterprise.
Learn more about Trackinsight Enterprise

Official Investment Strategy

The SWP Growth & Income ETF seeks to provide long-term capital appreciation with a secondary emphasis on generating current income. The Fund will invest at least 80% of its net assets in income-producing equity securities that are judged to have strong growth characteristics.

SWP's historical prices, performance, and flows

-1.0-0.50.00.51.0%
1m returns
1.38%
1m flows
$3M
* Net total returns
All data as of 26 May 2026

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SWP's characteristics

Manager

Manager statistics

1 funds, $0.15Bn in AUM

Asset class

Equity

Dividend policy

Distributing

Meets ESG criteria

No

SWP's exposure

The SWP ETF is actively managed, so it doesn't track an index. We're working to retrieve all detailed holding information.

1.0%