SMLL PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
The BetaShares SMLL Fund is an ASX-listed managed fund that aims to outperform the S&P/ASX Small Ordinaries Accumulation Index and provide investors with regular capital growth and income.
7 Aug 2020 | ||
Price | $39.30 |
7 Aug 2020 |
7 Aug 2020 |
ETF share prices are updated using end of day data from the ASX. FUM, fee and spread data is updated monthly, with a delay. Refer to the ETF’s PDS and the ASX website for up-to-date information.
This chart shows the yearly performance of the chosen ETF to key asset classes of Aussie shares (ASX: VAS) and US shares (ASX: IVV). You can use this chart to visualise how the ETF responds to different market environments. We recommend using a 5+ year time horizon for comparisons. The chart compares price return only.
SMLL invests in Australian small caps shares, which are screened by Betashares to identify businesses with positive earnings/profit and a strong ability to service debt. Investing in small cap shares tends to come with increased volatility and sometimes weaker balance sheets.
The BetaShares SMLL Fund, aims to provide diversification through a portfolio of 50-100 companies that are typically between the 101-350 largest on the ASX by market capitalisation. This means investors are not being overexposed to the largest 100 companies that they may already hold through other ETFs or superannuation.
The Best ETFs technical analysis chart pack shows the 12-month share price movements, Stochastic bands and traded volume (for both up and down days). This chart uses end-of-day data, so it’s for illustrative purposes only.
*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.
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