Product

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SelfWealth SMSF Leaders ETF
ISIN AU0000058588

The SelfWealth SMSF Leaders ETF (SELF) seeks to provide investors with a return that tracks the performance, before fees and expenses, of the SelfWealth SMSF Leaders Index, as per the Product Disclosure Statement.

The SelfWealth SMSF Leaders Index construction method is a world first and utilises SelfWealth’s proprietary ranking system, to rank over 80,000 portfolios as provided by BGL, Australia’s largest SMSF software administration platform.

The 80,000 portfolios are ranked peer-to-peer and a variety of filters are applied to the top 10% performers from the pool, to arrive at 25 – 75 final stocks from the top 200 ASX-listed companies. The full construction method can be found at etf.selfwealth.com.au.

The index is equally weighted and rebalanced quarterly.

Product Information
Trading Information
Management & Administration
Benchmark Information
Allocation
Performance
Performance Table
Total Return (%) the FundTotal Return (%) benchmarkTracking differenceTracking error
1 Month-5.64%-5.58%-0.06%0.02%
3 Months-1.43%-1.23%-0.20%0.03%
6 Months------------
1 Year------------
3 Year p.a.------------
5 Year p.a.------------
10 Year p.a.------------
Since inception-0.71%-0.44%-0.27%0.05%

Last Updated: 25 Feb 2020

Last Updated: 25 Feb 2020

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