Fonterra Shareholders FundNZSE:FSF -0.14%41 5-Year Yield-on-Cost % is 10.43 as of Jul. 08, 2026, which is 40% above its 10-year median of 7.43. GuruFocus rates NZSE:FSF with a GF Score™ of 41/100 and a GF Value™ of NZ$7.77 (Fairly Valued). Among 1,112 Asset Management companies, Fonterra Shareholders Fund ranks better than 75.99% on this metric.
The historical rank and industry rank for Fonterra Shareholders Fund's 5-Year Yield-on-Cost % or its related term are showing as below:
NZSE:FSF'
s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 2.47 Med: 7.43 Max: 25.17
Current: 10.43
During the past 13 years, Fonterra Shareholders Fund's highest Yield on Cost was 25.17. The lowest was 2.47. And the median was 7.43.
NZSE:FSF's 5-Year Yield-on-Cost % is ranked better than 75.99% of 1112
companies
in the Asset Management industry
Industry Median: 6.39
vs NZSE:FSF: 10.43
Fonterra Shareholders Fund (NZSE:FSF) 5-Year Yield-on-Cost % Explanation
Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.
Fonterra Shareholders Fund 5-Year Yield-on-Cost % Related Terms
NZSE:FSF vs BLK, BX, KKR: 5-Year Yield-on-Cost % Comparison
For the Asset Management subindustry, Fonterra Shareholders Fund's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Fonterra Shareholders Fund 5-Year Yield-on-Cost % vs Asset Management Industry
For the Asset Management industry and Financial Services sector, Fonterra Shareholders Fund's 5-Year Yield-on-Cost % distribution charts can be found below:
* The bar in red indicates where Fonterra Shareholders Fund's 5-Year Yield-on-Cost % falls into.
Fonterra Shareholders Fund 5-Year Yield-on-Cost % Calculation
Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.
Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.
Fonterra Shareholders Fund (NZSE:FSF) has a 5-Year Yield-on-Cost % of 10.43 as of Jul. 08, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fonterra Shareholders Fund and its competitors. This is 40% above median its historical median of 7.43. Over the past decade, Fonterra Shareholders Fund's 5-Year Yield-on-Cost % has ranged from 2.47 to 25.17. According to the industry distribution chart, Fonterra Shareholders Fund ranks #267 out of 1112 companies in the Asset Management industry, placing it in the top 24%.
Is Fonterra Shareholders Fund's 5-Year Yield-on-Cost % too high?
Fonterra Shareholders Fund's current 5-Year Yield-on-Cost % of 10.43 is 40% above median its 10-year median of 7.43. Over the past 10 years, this metric has ranged from a low of 2.47 to a high of 25.17. The Asset Management industry median 5-Year Yield-on-Cost % is 6.39. Fonterra Shareholders Fund's value of 10.43 is 63.2% above this industry median. Based on the distribution chart, Fonterra Shareholders Fund ranks #267 out of 1112 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Fonterra Shareholders Fund has a GF Score™ of 41/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Fonterra Shareholders Fund's 5-Year Yield-on-Cost % compare to BLK and BX?
According to the Asset Management industry distribution chart, Fonterra Shareholders Fund ranks #267 out of 1112 companies for 5-Year Yield-on-Cost %. This places Fonterra Shareholders Fund in the top 24% of its industry — outperforming the majority of peers. The industry median 5-Year Yield-on-Cost % is 6.39. Fonterra Shareholders Fund's value of 10.43 is 63.2% above this benchmark. Historically, Fonterra Shareholders Fund's own 5-Year Yield-on-Cost % has ranged from 2.47 to 25.17 over the past decade. While the company's 10-year median is 7.43 vs. the industry median of 6.39, Fonterra Shareholders Fund has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 5-Year Yield-on-Cost % for an Asset Management company?
The median 5-Year Yield-on-Cost % among Asset Management companies is 6.39, based on 1,112 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Fonterra Shareholders Fund's current 5-Year Yield-on-Cost % of 10.43 is 63.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Fonterra Shareholders Fund and its competitors. For the Asset Management industry, the median 5-Year Yield-on-Cost % is 6.39 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Fonterra Shareholders Fund's current 5-Year Yield-on-Cost % is 10.43, which is 40% above median its own 10-year median of 7.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fonterra Shareholders Fund stock overvalued right now?
Based on GuruFocus' analysis, Fonterra Shareholders Fund (NZSE:FSF) is currently considered Fairly Valued. The stock's GF Value™ is NZ$7.77, compared to a current price of NZ$7.18 — trading 7.6% below its estimated fair value. The current 5-Year Yield-on-Cost % is 10.43, which is 40% above median its 10-year median of 7.43 and 63.2% above the Asset Management industry median of 6.39. Fonterra Shareholders Fund's overall GF Score™ is 41/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Fonterra Shareholders Fund (NZSE:FSF), the current 5-Year Yield-on-Cost % is 10.43 as of Jul. 08, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Fonterra Shareholders Fund (NZSE:FSF) Overvalued in 2026?
Based on GuruFocus' analysis, Fonterra Shareholders Fund stock appears to be undervalued.
The current stock price of NZ$7.18 is trading 7.6% below its estimated GF Value™ of NZ$7.77.
GuruFocus considers Fonterra Shareholders Fund to be Fairly Valued.
Key valuation signals for NZSE:FSF:
5-Year Yield-on-Cost %: 10.43 (40% above median its 10-year median of 7.43)
GF Value™: NZ$7.77 vs. price of NZ$7.18 (7.6% below fair value)
Industry Position: 63.2% above the Asset Management median (#267 of 1112)
No single metric tells the full story. See the NZSE:FSF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Fonterra Shareholders Fund functions as a managed investment scheme that issues units to investors through which investors gain economic rights to Fonterra shares. The main purpose of the FSF is to allow public investors who are not milk-supplying farmers to invest indirectly in Fonterra's economic performance.
41GF Score
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5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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