Intelligent Investor Ethical Share Fund – Active ETF (ASX:INES) is an actively managed equity fund that seeks to invest in undervalued companies selected using both financial criteria and environmental, social and governance considerations. Its stated objective is medium- to long-term capital growth. The fund …
iShares Core MSCI Australia ESG ETF (ASX:IESG) is designed to track the MSCI Australia IMI Custom ESG Leaders Index. The fund generally uses a full-replication approach, seeking to hold securities in a way that closely reflects its benchmark while incorporating the index's environmental, social …
State Street SPDR S&P/ASX 200 Financials Ex A-REIT ETF (ASX:OZF) is designed to closely track the S&P/ASX 200 Financials Ex A-REIT Index before fees and expenses. The fund provides targeted exposure to Australian financial companies while excluding Australian real estate investment trusts. OZF was …
State Street SPDR S&P/ASX 200 Listed Property ETF (ASX:SLF) is designed to track, before fees and expenses, the S&P/ASX 200 A-REIT Index. The fund provides targeted exposure to Australian-listed property trusts and property-related securities rather than the broader equity market. SLF was admitted to …
The reported portfolio contains 23 companies. Although its classification refers to Australian mid- and small-company growth equities, the geographic table includes several overseas markets. The stated selection framework does not disclose the complete ethical screening process or explain every individual holding decision.
The reported portfolio contains 20 companies. These design objectives describe the fund’s approach rather than verified outcomes. Goodman Group is the largest disclosed position, followed by Scentre Group; together their listed weights total 51.25% of the portfolio, identifying concentration within the property mandate.
The reported portfolio contains 80 companies. Its ten largest positions account for 17.87%, leaving 82.13% in the remaining holdings. The two largest sector weights total 89.51%, demonstrating that relatively small individual company positions coexist with a concentrated industry mix.
The index-tracking objective defines the fund’sInvestmentframework. The holding-count field lists 18, but the table repeats bank names and does not establish 18 distinct corporate issuers. Several instrument labels are abbreviated, and the available disclosure does not set out their complete contractual terms.
The reported portfolio contains 77 companies. The benchmark field identifies aNasdaqAustralian sustainability leaders index, while the mandate describes how its constituents enter the fund. The available description does not reproduce the complete sustainability screening rules, so individual exclusions cannot be established from this record.
The reported portfolio contains 28 companies. The four largest disclosed bank positions account for 71.41% of the portfolio when their listed weights are combined. This identifies the concentration in those holdings, while Macquarie Group and several insurance businesses also appear in the disclosed list.