Personal Finance

•Betaof 0.40 andStandard Deviationof 4.96 indicate a markedly defensive profile relative to globalEquitycategory peers.

• Industrials is heavily overweight at 43.35% versus the category average of 23.69%, the largest active sector tilt in the portfolio.

• The fund was admitted to the ASX on 10 November 2025, making it one of the more recently listed active ETFs in this analysis.

• The fund'sBetaof 1.16 indicates slightly higher sensitivity to market movements compared to its benchmark.

•Betaof 1.05 andStandard Deviationof 10.64 reflect moderate market sensitivity relative to category peers.

• Financial Services (23.12%) is the largest sector allocation, followed by Consumer Cyclical (18.23%) and Energy (15.39%).

• Industrials is the largest sector allocation at 40.52%, far exceeding the category average of 11.53%.