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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Netwealth Australian Equities Index: holdings, performance and fees
1Y return+13.8%
3Y return+39.7%
5Y return+40.5%
OCF (ongoing charge)0.22%
Top 10 holdings
| Holding | Weight |
|---|---|
| BHP GROUP LIMITED | 10.9% |
| COMMONWEALTH BANK OF AUSTRALIA | 10.6% |
| WESTPAC BANKING CORPORATION | 4.6% |
| NATIONAL AUSTRALIA BANK LIMITED | 4.5% |
| AUSTRALIA AND NEW ZEALAND BANKING GROUP LIMITED | 4.0% |
| WESFARMERS LIMITED | 3.6% |
| MACQUARIE GROUP LIMITED | 3.2% |
| RIO TINTO LTD | 2.3% |
| WOODSIDE ENERGY GROUP LTD | 2.2% |
| GOODMAN GROUP ORD | 2.2% |
Top sectors
- Financials33.7%
- Materials24.7%
- Consumer Discretionary7.3%
- Industrials6.9%
- Real Estate6.0%
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
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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