Personal Finance

This is a complex, geared exchange-traded product that provides short exposure to United States Treasury bonds of around ten years to maturity, with currency hedging back to the Australian dollar. In plain terms, it is designed to rise when the price of long-dated Treasuries …

This is a passively managed fund that tracks the S&P 500 index, holding the five hundred largest United States listed companies weighted by market capitalisation. The portfolio spans every major sector, but a handful of dominant technology and consumer names carry a large share …

This is an actively managed cash fund that invests in a range of cash and short-term money-market instruments, seeking to earn a return above standard bank deposits while keeping risk andVolatilityvery low. The manager can access wholesale rates, bank deposits, short-dated securities and other …

This is a passively managed fund that tracks a market-capitalisation index of global technology companies, holding around three hundred large and mid-cap firms classified as technology across developed and emerging markets, with returns hedged back to the Australian dollar. The portfolio is dominated by …

This is an actively managed fund that follows a value-oriented, high-conviction investment approach, seeking to growCapitalover the long term through a concentrated portfolio of carefully selected listed companies. The manager applies disciplined valuation criteria and is willing to hold significant cash when it cannot …

This is a passively managed fund that tracks the CRSP US Total Market index, holding thousands of United States companies across large, mid and small caps, giving exposure to nearly the entire investable United States sharemarket in a single trade. It spans every major …

The company noted that thisUnderlying Profitwas achieved without any portfolio sale transactions occurring during the year, in an environment of heightened funding competition. CEO Steve Kinsella said the result demonstrated delivery of the company's focus on improving margins and returns while seeking selective growth …