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 | -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% |
Historical Data
Distributions
Announcements
Resources