Mutual Funds & ETFs

The benchmark name indicates exposure to US Treasury bonds with maturities of 20 years or more, hedged to Australian dollars. The Bonds - Global category invests in foreign government and corporate debt with terms to maturity generally greater than one year, with an average …

Gearing means the fund's market exposure is larger than its capital. In GGUS the structure is visible in its allocation: stocks represent 203.35% of the portfolio and cash is negative 103.34%, which reflects borrowing used to increase exposure. The fund describes its objective as …

The fund targets large US technology businesses and hedges the US dollar exposure back to Australian dollars, as reflected in its benchmark name. The portfolio holds 90 companies, and the fund's admission and commencement of trading notice and product disclosure document were lodged on …

The fund provides diversified and tactical exposure to style factors via a factor rotation model. Under normal circumstances it invests at least 80% of its net assets, plus any borrowings for investment purposes, in U.S. listed common stock of large- and mid-capitalisation companies selected …

The index is designed to measure the AUD hedged performance of the U.S. Treasury bond market. The fund is categorised as Bonds - Global, a category that invests in foreign government and corporate debt with terms to maturity generally greater than one year and …

The fund follows the hedged version of the Morningstar Wide Moat Focus index, with the hedging back to Australian dollars reflected in its benchmark, the Morningstar Wide Moat Foc NR Hdg AUD. It is classified as Equity North America, a category whose funds invest …

The portfolio is selected by Morningstar on the basis of its assessment that the companies are the most attractively priced and have competitive advantages that make excess returns more likely than not for 20 years or more. The fund holds 58 companies and is …