XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
SPDR ETFs Australia - State Street SPDR S&P/ASX 200 ETF Dist AUD: holdings, performance and fees
1Y return+13.7%
3Y return+34.0%
5Y return+44.6%
OCF (ongoing charge)0.05%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 11.3% |
| COMMONWEALTH BANK OF AUSTRALIA | 10.9% |
| WESTPAC BANKING CORPORATION | 4.8% |
| NATIONAL AUSTRALIA BANK LIMITED | 4.7% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 4.1% |
| WESFARMERS LIMITED | 3.7% |
| MACQUARIE GROUP LIMITED | 3.3% |
| RIO TINTO LTD | 2.3% |
| WOODSIDE ENERGY GROUP LTD | 2.3% |
| GOODMAN GROUP ORD | 2.2% |
Top sectors
- Others100.0%
Top countries
- Australia100.0%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
Powered by Claude
FREE PREVIEW
Sign up free to unlock the full AI analysis →
UP—
PREMIUM
PREMIUM
Positives
Risks
600 adviser votes
Upgrade for full forecast →
This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN