Description: The ETF provides low-cost access to a range of sector funds, offering broad diversifiecation across multiple asset classes. The Balanced ETF is designed for investors seeking a balance between income and capital growth. The ETF targets a 50% allocation to income asset classes and a 50% allocation to growth asset classes.
Exchange: AU
Country: AU
Currency: Australian Dollar (A$)
Category: Multisector Balanced
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Financial Services | 19.52 | 0.95 |
| Healthcare | 13.52 | 1.13 |
| Technology | 11.52 | 1.07 |
| Basic Materials | 9.87 | 1.00 |
| Industrials | 9.57 | 1.08 |
| Consumer Cyclical | 9.00 | 1.04 |
| Consumer Defensive | 7.79 | 1.12 |
| Communication Services | 7.39 | 0.92 |
| Real Estate | 5.28 | 0.76 |
| Energy | 3.76 | 1.06 |
| Utilities | 2.79 | 0.72 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| Australasia | 40.16 | 0.86 |
| United States | 34.90 | 1.16 |
| Eurozone | 5.10 | 1.02 |
| Japan | 4.75 | 1.22 |
| Asia - Emerging | 3.40 | 0.87 |
| United Kingdom | 3.30 | 1.11 |
| Europe - except Euro | 2.89 | 1.36 |
| Asia - Developed | 2.29 | 0.77 |
| Canada | 1.79 | 1.51 |
| Latin America | 0.50 | 1.11 |
| Middle East | 0.39 | 6.85 |
| Europe - Emerging | 0.31 | 1.24 |
| Africa | 0.23 | 1.89 |