Description: The S&P 500 Low Volatility High Dividend index serves as benchmark for income seeking equity investors. The index is designed to provide exposure to 50 high yielding companies within the S&P 500, while meeting diversification, volatility and tradability requirements. The Fund aims to provide investors with a return that tracks the performance of the Index.
Exchange: AU
Country: AU
Currency: Australian Dollar (A$)
Category: Equity North America
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock | 99.46 | 0.00 | 99.46 |
| Cash | 0.54 | 0.00 | 0.54 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Real Estate | 17.30 | 5.25 |
| Utilities | 16.07 | 4.97 |
| Consumer Defensive | 15.56 | 2.18 |
| Financial Services | 13.45 | 1.02 |
| Energy | 9.92 | 3.14 |
| Communication Services | 8.65 | 0.77 |
| Consumer Cyclical | 7.22 | 0.68 |
| Healthcare | 5.52 | 0.41 |
| Industrials | 3.66 | 0.40 |
| Technology | 2.67 | 0.11 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| United States | 98.16 | 0.99 |
| United Kingdom | 1.84 | 4.22 |