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VanEck Australian Long Short Complex ETF

ALFAVanEckLast updated: Dec 25

What ALFA does

The VanEck Australian Long Short Complex ETF (ticker: ALFA) is designed to provide investors with exposure to an investment strategy that seeks to profit from both rising and falling Australian share prices. Unlike traditional ETFs that only buy shares, ALFA uses a "long/short" approach. This means it invests in shares it expects to rise in value (long positions) and sells shares it expects to fall in value (short positions), aiming to generate returns regardless of market conditions. With a management fee of 0.39%, ALFA offers a unique way to potentially benefit from market movements in both directions, making it suitable for investors looking for a more dynamic investment strategy.

What types of holdings are inside ALFA?

ALFA invests primarily in a diverse range of Australian equities, targeting companies of varying market capitalisations across different sectors. The ETF employs a long-short strategy, meaning it can take long positions in stocks expected to rise while simultaneously shorting those anticipated to decline. This approach provides a hedge against market volatility. The ETF's holdings are selected based on a rigorous quantitative analysis, aiming to exploit pricing inefficiencies in the Australian equity market, making it suitable for investors looking for active management within their equity portfolios.

Why you would consider ALFA

ALFA is particularly suitable for sophisticated investors and those seeking a more dynamic investment strategy to complement their existing portfolios. It can fit well into a diversified investment approach by providing exposure to both rising and falling market conditions, potentially reducing overall portfolio risk. For instance, investors looking to hedge against downturns in the equity market may find ALFA beneficial. For personalised advice on how this might fit your financial situation, investors can explore Rask Core.

ALFA peers

Investors interested in exploring similar strategies might consider other ASX-listed ETFs such as BBAB for geared short exposure, GGAB for geared long strategies, or GMVW for equal weight investments. Additionally, the 1GOV offers a focus on Australian government bonds. For a comprehensive comparison of these options, visit Best ETFs (bestetfs.com.au).

Management Fee

0.39%

Distribution Yield

0.51%

Fund Under Management

$23M

+0.34M

Monthly Liquidity

13.90%

Spread

0.47%

Last Price

...

Product Type

Complex

Monthly fund flows

Monthly Flow

+$0.24M

12-Month Flow

+$23.76M

Trading Activity

Transacted Value

$3M

Volume

151,646

Number of Trades

300

Monthly Liquidity

13.90%

Performance

1 Month

0.52%

1 Year

3.67%

Total Return

Share Price Chart

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Resources

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