Beginning early gives regular contributions more time to accumulate and reduces the pressure to invest large amounts later. Moneysmart notes that small contributions can grow over time; its example shows that an additional AUD 20 a week could add about AUD 50,000 by retirement, …
AAA invests itsAssetsinto bank deposit accounts maintained with institutions including Australia and New Zealand Banking Group, Commonwealth Bank of Australia and National Australia Bank Limited, among others. The fund benchmarks against the 30 Day Bank Bill Swap Rate. As at the latest reporting date, …
XARO operates as a managed fund established as a separate class of units in the ActiveX Trust, a registered managedInvestmentscheme administered by Fidante, with units trading on the AQUA market of the ASX. The fund's approach involves an allocation that departs from a straightforward …
QPON aims to track the Solactive Australian Bank Senior Floating Rate Bondindexusing a full replication strategy, generally investing in securities in proportion to their index weightings. The fund's holdings are concentrated across 13 companies, with the top ten representing 89.82 percent of the portfolio …
OZBD's underlying portfolio is notably broad, comprising 727 individual holdings, with the top ten representing just 11.11 percent of the fund and the remaining 88.89 percent spread across a wide base of issuers. This level ofDiversificationdistinguishes OZBD from some of the more concentrated funds …
MMKT is designed to preserve investedCapitalwhile providing ready liquidity, drawing on a portfolio of cash andMoney Marketinstruments alongside a limited bond allocation. The fund's holdings span 160 companies, with the top ten representing 12.93 percent of the portfolio. Leading holdings include Australian Gas Networks, …
CRED employs a passive management approach designed to track the performance of the Solactive Australian Investment Grade Corporate Bond Selectindexbefore fees and expenses, generally investing in securities in proportion to their index weightings. The fund's portfolio spans 62 companies, with the top ten holdings …
COMP sits within the Bonds - Australia category, a grouping of funds that invest in traditional Australian fixed interest securities, including government and corporateDebtwith maturities generally beyond one year. Funds in this category typically carry an averageCreditquality of 'A-' or above, as assessed by …
BSUB aims to track the performance of the Solactive Australian Major Bank Subordinated FRNindexbefore fees and expenses. The fund's holdings are concentrated, comprising just 13 companies in total, with the top ten holdings accounting for 82.59 percent of the portfolio and the remaining 17.40 …
AGVT employs a passive management approach designed to replicate the performance of its underlying index. The fund's holdings span 79 companies, with the top ten representing 38.66 percent of the portfolio and aTurnover ratioof 18.62 percent. Leading holdings include several tranches of Australian Commonwealth …