Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

BetaShares ETFs > Australian Equities > Flashcards

Australian Equities Flashcards

1
Q

A200:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. Australia 200 ETF
  2. 7bps/0.07%
  3. Solactive Australia 200 Index
  4. Quarterly
  5. Quarterly
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

EX20:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. Australian Ex20 Portfolio Diversifier ETF
  2. 25bps/0.25%
  3. Solactive Australia Ex20 Index
  4. Semi-annual
  5. Quarterly
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

SMLL:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. Australian Small Companies Select Fund (Managed Fund)
  2. 39bps/0.39% + 15.5% performance fee
  3. S&P/ASX Accumulation Small Cap Index
  4. Semi-annual
  5. Annual
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

QOZ:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. FTSE RAFI Australia 200 ETF
  2. 40bps/0.40%
  3. FTSE RAFI Australia 200 Index
  4. Semi-annual
  5. Annually
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

ATEC:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. S&P/ASX Australian Technology ETF
  2. 48bps/0.48%
  3. S&P/ASX All Technology Index
  4. Annual
  5. Quarterly
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

QRE:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. Australian Resources Sector ETF
  2. 34bps/0.34%
  3. Solactive Australia Resources Sector Index
  4. Semi-annual
  5. Quarterly
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

QFN:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. Australian Financials Sector ETF
  2. 34bps/0.34%
  3. Solactive Australia Financial Ex-REITs Sector Index
  4. Semi-annual
  5. Quarterly
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

FAIR:

  1. Fund Name
  2. Fees
  3. Index
  4. Distribution
  5. Rebalance
A
  1. Australian Sustainability Leaders ETF
  2. 49bps/0.49%
  3. Nasdaq Future Australian Sustainability Leaders Index
  4. Semi-annual
  5. Annual
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

A200 Argument (exposure, index providers, sector allocation, buffer, holdings, constituents)

A

Core broad Australian Equities exposure to 200 largest companies (ASX200). The cheapest of its kind by at least 28% (passive vanilla exposure - cost differentiation)

Solactive = one of the fastest growing index providers in the world and one of the major disruptors in our industry (allows for competitive price given no real IP)

Sector allocation: Financials + resource tilt (low capital, steady growth, cyclical, distribution heavy)

Buffer: 175-225

Holdings: CBA, BHP, Westpac, NAB, Wesfarmers, Woolworths, Macquarie Group, Rio Tinto

Constituents: 200

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

EX20 Argument (exposure, major selling points (2), weighted, caps and buffer, constituents)

A

Core exposure to the 21-200 largest stocks on ASX by market capitalization (mid and small cap firms with potentially greater growth profiles than mature large caps)

Growth and diversification: Reduces excessive sector, stock concentration, especially for those with direct ASX 20 aka. allows small caps greater impact

Market cap weighted

Caps: sector cap of 25% and security cap of 6%
- Buffer 13 and 27 + 175 and 225

Constituents: 180

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

SMLL Argument (exposure, screens, caps, constituents)

A

“High quality small companies”

Exposure to a range of high-quality, profitable small cap companies generally selected from ASX101-350. Actively managed: has ability to provide alpha (outperformance of benchmark) through a smart beta strategy.

Various positive screens aiming to identify companies with positive earnings, a strong ability to service debt, relative valuation metrics and price momentum.

Emphasis on avoiding losers.

Caps: will not by a stock with weighted >5% NAV at time of purchase

Constituents: 50-100

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

QOZ Argument (exposure, weighting, tilt, rebalancing, constituents)

A

“Avoid fads and bubbles”

Alternative core broad market exposure to the ASX200 using a smart Beta index methodology.

Weighted to reflect economic size rather than market capitalization breaking link between price and weight (major flaw of market cap weighted indices)

  • Sales
  • Cash flow
  • Dividends
  • Book value

Financials + Materials = 60% allocation

Rebalances back to fundamental weights annually creating inherent buy-low sell high approach.

Constituents: 200 (ASX200 reweighted)

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

ATEC Argument (exposure, selling points, weighting and caps)

A

Tactical/sector exposure to diversified portfolio of Australia’s leading ASX-listed technology companies.

Diversification and good potential for capital growth for Australian portfolios generally underweight domestic technology with well known names such as AfterPay, Xero, Appen and Wisetech.

Weighted by float-adjusted market capitalization,

  • Stock cap 25%
  • Must be in GICS Tier 1 + GICS Tier 4
  • Min 3-month average float-adjusted market cap AUD 120M
  • Min Median DVT of AUD 0.12M
How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

QRE Argument (exposure, weighting, holdings)

A

Tactical/sector exposure to Australia’s largest companies involved in the resources sector. Superior to the typical tactic of buying BHP and Rio Tinto (which carries significant idiosyncratic (single stock) risk)

Weighted by market cap (ASX200 then screened by a list of FactSet subindustries)

  • ADVT/MDVT >$100,000 AUD
  • Free float % >10%

Holdings: BHP, Rio Tinto, Woodside Petroleum

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

QFN Argument (exposure, weighting, holdings)

A

Tactical/sector exposure to Australia’s largest companies involved in the financial sector. Superior to the typical tactic of buying Big 4 Banks (which carries significant idiosyncratic (single stock) risk) - total sector exposure.

Weighted by market cap (ASX200 then screened by a list of FactSet subindustries)

  • ADVT/MDVT >$100,000 AUD
  • Free float % >10%

Holdings: CBA, Westpac, NAB, ANZ

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

FAIR Argument (exposure, screens, caps, constituents)

A

Portfolio of AUSTRALIAN companies screened to exclude those with exposure to FF or activity inconsistent with responsible investment considerations. Prioritises companies classified as “sustainability leaders”.

“Dark Green” - Most stringent screening in the market (RIAA certified)

  • Neg Screens: FF, Armamants, Tobacco/alcohol etc.
  • Pos Screens: >20% revenue derived from renewable energy

MC > $100M
3m ADV > $750 K
4% stock cap

Constituents: <110 companies

BetaShares ETFs (10 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions