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STW invests in the top 200 companies in Australia. It tracks the ASX200 index closely with low costs. Diversified core exposure.
Risk vs Return
A bet that the market will go down. Very negatively correlated to the share market. This ETF should make money as the market goes down.
Holds top 20 companies in Australia and then sells call options to maximise the income from the portfolio and reduce volatility.
Invests in the top 200 companies in Australia. That index covers about 80% of the capitalisation of the whole market.
Managed fund, aims to provide franked dividends and capital growth by investing in blue chip Aussie shares.
Invests in the 300 largest companies in Australia. provide diversified share exposure at low cost. Core.
This ETF tries to make money as the market goes down. It should be protection against a falling market.
Buys top 200 Australian companies and borrows money to increase returns with increased risk.
Invests in Australian companies to generate fully franked dividends (tries to double the income of the market) and also tries to reduce volatility. Higher management expenses for managing risk.
Exposure to 200 smaller companies outside the Australian top 100. Tracks the Small Ordinaries Accumulation Index.
Portfolio of Australian companies in the resources sector. About 30 companies, largest holding is BHP.
Focused on generating income and a bit of growth, by investing in cash rich businesses that will produce dividends in the future. Income but not bank heavy.
Uses RAFI special sauce to try to outperform the top 200 companies in Australia. Tries to reduce the effect of market speculation. QOZ has a better risk adjusted return than the index.
Diversified Australian Portfolio that really screens for undesirable elements so no payday lending co's, no fossil fuels, must have board level gender equality etc etc.
Holds the 20 largest companies in Australia. That's nearly 50% of the capitalisation of the Australian market.
Invests in 50 high yielding Australian shares and seeks to avoid dividend traps.
Diversified portfolio using rules based investing focussed on liquidity. Minimum 25 holdings equal weighted.
Diversified portfolio of Australian shares paying better than average dividends, no Real Estate Trusts included.
Portfolio of smaller Australian companies typically in the 100 to 350 rank range. Usually holds between 50 to 100 stocks. Aims to outperform the small ordinaries index.
Portfolio of financial sector shares not including Real Estate Trusts. Banks and insurance companies mostly. Good franked yield.
Active portfolio of Australian and NZ small companies both long and short. Tries to buy cheap.
Aims at higher than average dividend yield with low turnover and low costs.
The aim is to provide investors with attractive tax effective income paid monthly. Targets 5% p.a. dividends plus 2% Franking income.
Invests in the 50 biggest Australian listed companies.
Diversified Australian share portfolio which aims to reduce volatility or risk, so it might not go up as much as others but should be defensive.
Invests in Australian shares and trusts expected to pay dividends.
Designed to accurately track the ASX200 Resources Index. About 30 stocks, BHP and RIO the largest holdings.
Gives you the performance of the largest 200 companies listed in Australia. A well diversified proxy for the market.
The ETF tracks the high dividend index and is weighted to positive environmental, social and governance characteristics.
Invests in the Australian top 200 companies but not the top 20. Many portfolios already own the top 20 so this portfolio provides diversification.
Actively managed portfolio that buys Australian shares which pay dividends to provide a stable diversified income stream
Invests in Australian Banks and other financial services but not real Estate Trusts. Banks, Insurance, Mortgage Brokers etc
Invests in smaller companies that pay dividends. Minimum 25 stocks.
Actively managed RINC holds shares with real assets like property or infrastructure and aims to generate income from a diversified portfolio.
Portfolio of Australian stocks that generate more than 50% of their income from banking. Just holds the banks. Less than 10 shares.
About 144 Australian small companies diversified across sectors
Invests in Australian shares ranked 50-100 by size. These are called midcap companies. Largest holding is Cochlear.
SSO invests in the 200 companies ranked by size between 100 and 300 in Australia.
A diversified high dividend fund with a social conscience. Screened for environmental, social and governance factors.
Provides exposure to the largest resources companies in Australia. Includes miners and mining services companies. Minimum 20 holdings.
Portfolio of 25-50 Australian shares which Morningstar believes have a sustainable competitive advantage (that's called a "MOAT")
Invests in the largest companies in Australia. About 30 shares with a median market cap of A$87B.
Follows the MSCI No tobacco, No weapons index. Otherwise a diversified Australian share portfolio. Costs are low.
Holds high quality Australian companies with good financial health and an ability to sustain above average dividends.
Diversified Australian portfolio targeting, quality, value, size and momentum factors. Rules based multifactor strategy.
Diversified portfolio of Australian companies that have paid 100% franked dividends in the last two years.
Diversified Portfolio of Australian shares that tries to have lower than average volatility or risk.
2018 Bigwig.com.au Financial Services Guide
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