just caught my eye ( so have done only trivial research )
Fund Objective
The fund will invest the assets of the Fund in a broadly diversified share portfolio, generally consisting of approximately 200 of the largest equity securities listed on the ASX, weighted by their market capitalization and rebalanced quarterly and selling ASX SPI 200 futures contracts to manage volatility and cushion downside risk.
Management Cost 0.39%
Total Holdings 201
Distinct Portfolio Yes
Portfolio Turnover 7.60%
| CODE | COMPANY | ASSET |
|---|---|---|
| BHP | BHP Group Ltd | 10.68% |
| CBA | Commonwealth Bank of Australia | 8.53% |
| CSL | CSL Ltd | 6.70% |
| NAB | National Australia Bank Ltd | 4.64% |
| WBC | Westpac Banking Corp | 3.86% |
| CODE | COMPANY | ASSET |
|---|---|---|
| ANZ | Australia and New Zealand Banking Group Ltd | 3.43% |
| WDS | Woodside Energy Group Ltd | 3.28% |
| MQG | Macquarie Group Ltd | 3.01% |
| WES | Wesfarmers Ltd | 2.55% |
| TLS | Telstra Group Ltd | 2.13% |
Div. Frequency Semi-Annually
DYOR
is the futures hedging worth the offset of the higher fees , on what is essentially a to 200 index fund ?
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