SWF 4.00% 13.0¢ selfwealth limited

Ann: AGM FY20 presentation, page-3

  1. 6,129 Posts.
    lightbulb Created with Sketch. 1488
    https://hotcopper.com.au/data/attachments/2581/2581427-8997b0c35d01a4474dd002fda1651983.jpg



    The ETF finally outperformed. Not since inception, but in the past 1 & 6 months. But for whatever reason, the SMSF ETF didn't do quite as well as the SMSF index, which it's meant to track.

    Since inception, I remember some bad performers hurting the performance, like treasury wines. The ETF might be better suited to bull markets -more likely to outperform at those times.




    Assets under management for the ETF is going half-decently. If they had some more outperformance, maybe they'd get more subscriptions.
    Last edited by danbradster: 22/10/20
 
watchlist Created with Sketch. Add SWF (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.