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-16.37%-16.51%0.13%0.40%
3 Months-26.45%-26.53%0.08%0.41%
6 Months------------
1 Year------------
3 Year p.a.------------
5 Year p.a.------------
10 Year p.a.------------
Since inception-25.13%-25.08%-0.04%0.41%

Last Updated: 08 Apr 2020

Last Updated: 08 Apr 2020

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