SelfWealth SMSF Leaders ETF
ISIN AU0000058588
SELF
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 Fund | Total Return (%) benchmark | Tracking difference | Tracking error | |
|---|---|---|---|---|
| 1 Month | 2.45% | 2.52% | -0.07% | 0.01% |
| 3 Months | --- | --- | --- | --- |
| 6 Months | --- | --- | --- | --- |
| 1 Year | --- | --- | --- | --- |
| 3 Year p.a. | --- | --- | --- | --- |
| 5 Year p.a. | --- | --- | --- | --- |
| 10 Year p.a. | --- | --- | --- | --- |
| Since inception | 5.38% | 5.59% | -0.21% | 0.04% |
Historical Data
Distributions
Announcements
Resources