SelfWealth SMSF Leaders ETF
ASX Code SELF
- Concentrated Australian equity portfolio with a maximum of 75 stocks
- Constructed using the top performing SMSF portfolios from a pool of over 80,000
- Equally weighted and rebalanced quarterly
- Supported by ETFS Capital with $100m seed investment at launch
- Free to buy with a SelfWealth trading account. Join today!
The fund 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. Please consult the PDS before making an investment decision.
For simulated performance of the SelfWealth SMSF Leaders Index of the past seven years, please see the fact sheet. Simulated returns were prepared for use by financial advisers and professional investors who understand the limitations of simulated returns.
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*Certain additional costs apply, please refer to PDS for more information.
Allocations are subject to change. Total allocation percentages may not equal 100% due to rounding or omission of holdings of less than 1%.
SELF Index Methodology SMSF Leaders Fact Sheet Product Disclosure Statement (PDS) SELF Construction Infographic IIR Research Report
Buy and sell shares at SelfWealth.com.au for $9.50. Buy SELF on SelfWealth.com.au and no brokerage will be charged. Brokerage will be charged on any sell orders.
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Performance figures represent past performance. Past performance is not indicative of future performance and current performance may be higher or lower than the performance shown. Net performance figures are calculated after fund management fees and expenses and assume reinvestment of distributions. Gross performance figures are calculated gross of ongoing fees and expenses. Unless otherwise stated, performance for periods greater than one year is annualised and performance calculated to the last business day of the month. Unless otherwise stated, SELF net performance is calculated on a NAV price basis, while net performance for all other funds is calculated on an exit-to-exit price basis.
This material provides general information only and does not take into account your individual objectives, financial situation, needs or circumstances. Before making any investment decision, you should, therefore, assess whether the material is appropriate for you and obtain financial advice tailored to you having regard to your individual objectives, financial situation, needs and circumstances.
This material is not a securities recommendation or an offer or solicitation with respect to the purchase or sale of any securities in any jurisdiction.
ETFS Management (AUS) Limited is the responsible entity and issuer of units in the SelfWealth SMSF Leaders ETF.
Any potential investor should consider the latest product disclosure statement, prospectus or other offer documents before deciding whether to acquire, or continue to hold, an investment in this fund.
Any investment is subject to investment risk, including delays on the payment of withdrawal proceeds and the loss of income or the principal invested. While any forecasts, estimates and opinions in this material are made on a reasonable basis, actual future results and operations may differ materially from the forecasts, estimates and opinions set out in this material. No guarantee as to the repayment of capital or the performance of any product or rate of return referred to in this material is made by SelfWealth.
DISCLAIMER FOR SELFWEALTH IN GENERAL
DISCLAIMER FOR THE SELFWEALTH SMSF LEADERS ETF
Important Information. The SelfWealth SMSF Leaders ETF (the Fund) is issued by ETFS Management (AUS) Limited. SelfWealth is the appointed distributor of the Selfwealth SMSF Leaders ETF. Except for their respective roles with respect to the SelfWealth SMSF Leaders ETF, ETFS Management (AUS) Limited. and SelfWealth Ltd. are unrelated companies. The issuer of units in the SelfWealth SMSF Leaders ETF is the Responsible Entity ETFS Management (AUS) Limited (AFSL No. 466778). The PDS for the SelfWealth SMSF Leaders ETF contains all of the details of the offer. Before making any decision to make or hold any investment in the Fund, you should consider the PDS in full. The information provided does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided and consider seeking advice from a financial advisor if necessary. You should not base an investment decision simply on past performance. Past performance is not an indicator of future performance. Returns are not guaranteed, and so the value of an investment may rise or fall.