Mutual Funds & ETFs

The underlying portfolio generally holds approximately 200 of Australia’s largest listed businesses, weighted by market capitalisation and rebalanced quarterly. The fund sells ASX SPI 200 futures contracts to manage volatility and adjust equity exposure. This mechanism may soften the impact of some market declines, …

The fund aims to gain geared short exposure to Australian government bonds with approximately ten years to maturity. Prices of fixed-rate bonds generally move inversely to their yields: higher yields typically correspond to lower bond prices, while lower yields generally increase bond prices. This …

DACE follows an Australian large-blend strategy and owns 488 companies. It allocates across multiple industries while allowing the investment manager to adjust weights according to expected-return characteristics. Reported asset allocation is 100.00% equities. Australia represents 99.51% of geographic exposure, followed by the United Kingdom …

Value investing generally focuses on businesses trading at relatively lower valuation multiples or exhibiting other value-oriented characteristics. DAVA reports a 100.00% equity allocation, with no reported cash or bond allocation, and 100.00% Australian geographic exposure. It uses the S&P/ASX 300 Total Return Index as …

The fund may hold long positions of up to 150% and short positions of up to 50%, with typical net equity-market exposure between 80% and 100%. Unlike conventional long-only ETFs, it can benefit from positive positions in selected companies while expressing negative views through …

The VanEck MSCI Australian Quality Plus ETF (ASX:AQTY) represents an essential strategic allocation for Australian investors trading on the Australian Securities Exchange. In an increasingly complex macroeconomic climate shaped by volatileInterest Rateexpectations and shifting global growth dynamics,Exchange-traded fundsoffer unmatched liquidity, transparency, and administrative simplicity. …