Mutual Funds & ETFs

Key HighlightsThe fund tracks a sustainability-screenedDividendopportunitiesindexof Australian shares.Financial services and basic materials together make up 71.39 percent of the portfolio.The top ten holdings account for 75.95 percent of the fund, led by Rio Tinto at 10.36 percent.Management fees and costs are 0.22 percent, and …

Key HighlightsThe fund holds highGrowth Stocksalongside companies whoseEarningsare expected to recover, as set out in its description.Communication services account for 19.66 percent of the portfolio, compared with 3.95 percent for the category.Australia accounts for 62.44 percent of geographic exposure, against 94.32 percent for the …

Key HighlightsThe fund aims to outperform the S&P/ASX 300 Accumulationindexafter fees and expenses, on a rolling four-year basis.Management fees and costs are 0.98 percent, and the fund size is $1.09 million.The listing does not populate sector, country or holdings data at the time of …

Key HighlightsThe fund primarily invests in securities of companies listed on the ASX and holds some cash.Cash makes up 6.20 percent of the portfolio, compared with 1.26 percent for the category.Consumer cyclical stocks are the largest sector at 20.89 percent, against 7.24 percent for …

Key HighlightsThe fund invests in large Australian companies and uses gearing to magnify returns from its underlying investments.Financial services are the largest sector at 37.38 percent, compared with 35.23 percent for the category.BHP Group is the largest holding at 14.31 percent, followed by Commonwealth …

Key HighlightsThe fund tracks the MSCI Australia IMI Select MinimumVolatilityIndex, designed around lower-volatility Australian shares.Financial services are the largest sector at 30.45 percent, close to the category figure of 30.04 percent.BHP Group is the largest holding at 5.90 percent, reflecting a relatively even spread …

Key HighlightsThe fund tracks an ESG-screened highDividendindexafter excluding companies with significant involvement in restricted activities.Financial services make up 44.10 percent of the portfolio, compared with 30.04 percent for the category.CBA is the largest holding at 10.52 percent, followed by Westpac at 5.27 percent.Management fees …