Pinnacle Investment Management SAVE ETF (ASX:SAVE)

The SAVE ETF was issued by Pinnacle and managed by Omega Global Investors and was designed to achieve a 4% annual return by investing in a variety of income-generating securities, such as shares, fixed income and currency exposures. The SAVE ETF was closed/delisted in May 2020.

SAVE ETF review

SAVE share price and fees


share price:

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$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
$25.00
$27.50
$30.00
$32.50
$35.00
$37.50
$40.00
$42.50
Range: 1 mth | 3 mths | 6 mths | 1 yr | 2 yrs | 5 yrs | 10 yrs

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.

SAVE fees

ASX ticker code: SAVE
Yearly fee (MER): 0.65%

Analyst report

This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.

SAVE performance

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.

Fee comparison

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SAVE yearly fee (MER)
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Sector average fee (MER)

What does the SAVE ASX ETF invest in?

SAVE had various constraints or maximums which guide what it could invest in and how much to include. Overall, SAVE is exposed to multiple asset classes, including shares (local and global), fixed income (bonds and government securities) and cash. Typically, SAVE held between 80 and 300 shares (40% – 80% of the portfolio), at least 10 investment-grade bonds and less than 10% cash.

What do investors use the SAVE ETF for?

As an active ETF, SAVE was marketed as a fund for countering the negative effects of low interest rates and takes less risk than the stock market overall (as measured by Beta). It aimed to ‘smooth’ the returns of investors in this way. Please note, we categorised this active ETF as a multi-asset fund given its active approach to allocations, and its fees and costs.

How to buy the SAVE ETF

Did you know: You can invest in any ASX-listed ETF for $6.50 (or less)?

To invest in any ASX ETF, you need to use a brokerage account. For Australian investors, Australian Pearler has partnered with Best ETFs to bring you easy, effective, long-term ETF investing. You can invest in ETFs on Pearler for just $6.50! And some ETFs can be purchased for $0 (conditions apply).

SAVE investor starter pack

SAVE PDS

The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.

SAVE literature

We’ve asked the ETF provider to share their best whitepapers & research with you.

SAVE holdings

The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.

ASX: SAVE’s dividend 2021

SAVE dividend yield

No dividend/distribution recorded

When does SAVE pay a dividend?

SAVE dividend reinvestment plan (DRP)

Warnings we apply to the SAVE ETF

SAVE tax domicile

SAVE ETF registry

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Sector average return (1Y)
$ 0
Average FUM ($m)
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Average fee (MER)

How SAVE compares:

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1Y return
$ 0
FUM ($m)
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Fee (MER)

ASX: SAVE technical analysis

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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