Active ETFs

Designed to seek efficient index exposure with an active edge.

Seeking opportunities for consistent income with lower volatility

A high conviction, diversified portfolio of quality global listed companies identified as undervalued as they enter an earnings upgrade cycle. The Fund provides access to global opportunities and diversification not readily available to individual Australian investors.

Long-Term dividend growth and capital appreciation. The target is to exceed the MSG All Country World ex Australia Index by 2.5% pa after all fees and expenses on a rolling 5 year basis.

To provide long-term capital growth by gaining exposure to a diversified portfolio of securities associated with approved developed markets (excluding Australia), with increased emphasis on higher expected return securities relative to a Market Capitalisation Weighted portfolio.

The funds aims to achieve a (total) return at least equal to movements in the Benchmark over a rolling 5 to 7-year timeframe through exposure to a diversified equities portfolio of Sharia Compliant listed companies poised to outperform the broader market over the mid- to long-term. The Fund targets innovative leaders in sectors such as technology, biotech and renewable energy.

The Switzer Dividend Growth Fund – Active ETF (SWTZ or the Fund) is an income-focused exchange-traded managed fund with a mix of yield and quality companies.