MTUM aims to track the performance of an index (before fees and expenses) comprising a portfolio of Australian companies with above average momentum scores, as measured by risk-adjusted returns.
The Fund is designed to be a core portfolio allocation for fixed income. It aims to track the performance of the Bloomberg Global-Aggregate Total Return Index Hedged AUD (before fees and expenses). The index is a flagship measure of fixed-rate global investment grade debt from global bond markets, hedged into Australian dollars. The Fund currently obtains its exposure via an underlying ETF (refer to the PDS for more information).
US10 aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of fixed rate 7-10 year US Treasury bonds, hedged into AUD.
URNM aims to track the performance of an index (before fees and expenses) that provides exposure to a portfolio of leading companies in the global uranium industry.
G200 seeks to help investors build long-term wealth by providing moderately geared exposure to the returns of the broad Australian sharemarket.
AQLT aims to track an index (before fees and expenses) that comprises 40 high quality Australian companies.
A200 aims to track the performance of an index (before fees and expenses) comprising 200 of the largest companies by market capitalisation listed on the ASX.
30BB provides access to attractive returns from a diversified portfolio of high-yielding, investment-grade, Australian corporate bonds maturing in the 12 months leading up to May 2030. The fund targets fixed monthly income payments.
INCM aims to track the performance of an index (before fees and expenses) that provides exposure to companies which have increased or maintained dividends every year for at least 10 consecutive years within developed markets outside of Australia.
HYLD aims to track the performance of an index (before fees and expenses) that provides exposure to a share portfolio of 50 high-yielding Australian companies.
HGBL aims to track the performance of an index (before fees and expenses) comprising approximately 1,300 developed markets companies (ex-Australia), hedged into Australian dollars.
HEUR aims to track the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Eurozone companies, hedged into Australian dollars.
Betashares Geared Long US Treasury Bond Currency Hedged Complex ETF offers geared exposure to the returns of 10-year US Treasury Bonds, hedged for currency exposure.
GEAR provides investors with cost-effective geared exposure to the returns of the broad Australian sharemarket.
GBND aims to track the performance of an index (before fees and expenses) that comprises a portfolio of global green bonds (using the definition applied by the Climate Bonds Initiative), issued specifically to finance environmentally friendly projects, denominated in Euro or US dollars, that have been screened to avoid bond issuers with material exposure to activities deemed inconsistent with responsible investment considerations.