Personal Finance

ASIA's portfolio is dominated by technology, which represents 79.65 per cent of the fund, more than three times the category average of 23.74 per cent. Consumer cyclical stocks make up 10.29 per cent, and communication services 10.06 per cent, both above their respective category …

CLDD's technology weighting of 90.93 per cent matches its Morningstar category average precisely. Communication services makes up 3.97 per cent, slightly below the category's 5.01 per cent, while real estate accounts for 3.23 per cent, considerably above the category average of 0.04 per cent. …

CRYP's sector allocation is heavily skewed toward a single industry. Financial services accounts for 80.06 per cent of the fund, compared with a category average of 13.00 per cent, reflecting the classification of cryptocurrency exchanges and related businesses. Technology makes up 17.23 per cent, …

Global listed property remains sensitive to changing interest-rate expectations, financing conditions and property fundamentals. The iShares Core FTSE Global Property Ex Australia (AUD Hedged) ETF (ASX:GLPR) gives Australian investors currency-hedged exposure to real estateInvestmenttrusts across developed markets outside Australia. Listed in May 2023, the …

Bond investors wary of interest-rateVolatilityhave increasingly looked at strategies designed to retain corporate credit exposure while reducing duration risk. The Betashares Interest Rate Hedged Australian Investment Grade Corporate Bond ETF (ASX:HCRD) follows that approach, holding investment-grade corporate bonds while hedging most of their sensitivity …

Japan has moved back to the centre of global market debate after years on the sidelines, helped by corporate governance reform, the end of ultra-loose monetary settings and renewed foreign buying. The iShares MSCI Japan ETF (ASX:IJP) gives Australian investors a straightforward way to …

Contrarian investing involves targeting opportunities that may be overlooked or out of favour with broader markets. Fat Prophets Global Contrarian Fund (ASX:FPC), listed in October 2016, gives investors access to an actively managed, high-conviction global portfolio built around such opportunities across markets and sectors. …