Funds Management

AEBD aims to track the performance of the Bloomberg Australian EnhancedYieldEthically Screened Composite Bond Index, before fees and expenses. The fund sits within the Bonds - Australia category, which typically includes government and corporateDebtinstruments with maturities generally exceeding one year, and an averageCreditquality of …

Detailed sector weightings,Market Capitalisationbreakdown and geographic exposure were not disclosed for PAXX at the time of reporting. The fund did, however, report a turnover ratio of 304.79 per cent, considerably higher than other regional funds reviewed, reflecting a more active approach to portfolio adjustment …

J100's sector allocation is led by industrials, which represent 24.17 per cent of the fund, slightly below the category average of 26.54 per cent. Financial services accounts for 22.15 per cent, above the category's 17.85 per cent, while technology makes up 19.47 per cent, …

IIND's sector allocation departs notably from its broader category. Industrials represent the largest weighting at 20.66 per cent, above the category average of 13.89 per cent, closely followed by consumer cyclical at 19.49 per cent, more than three times the category's 5.56 per cent. …

IAA's portfolio is heavily weighted toward technology, which represents 64.72 per cent of the fund, well above the category average of 46.95 per cent. Financial services accounts for 15.68 per cent, above the category's 13.96 per cent, while consumer cyclical makes up 8.47 per …

HJPN's portfolio is led by technology, which represents 28.38 per cent of the fund, above the category average of 21.79 per cent. Industrials account for 25.07 per cent, close to the category's 26.54 per cent, while financial services makes up 14.11 per cent, below …

FASI's sector allocation is more balanced than some of its peers. Technology represents 42.38 per cent of the fund, below the category average of 46.95 per cent, while financial services accounts for 17.59 per cent, above the category's 13.96 per cent. Consumer cyclical makes …