What is an ETF?
A New Kind of Investment Fund
An Exchange-Traded Fund (ETF) is an investment fund that tracks an index, commodity, bonds, or a diversified basket of assets. ETFs trade on exchanges like stocks, offering investors diversification, liquidity, and lower costs compared to mutual funds.
Strategy
Outperform ASX 200 by 3-4% annually with balanced risk approach.
Core Holdings
Stable market exposure through index ETFs and fixed income investments.
Active Holdings
Tactical allocations in high-growth and thematic sectors.
Investment Execution
We guide you on how to buy ETFs or manage them through our service.
Ongoing Optimization
We track, rebalance, and optimize your portfolio for consistent growth.
Monthly Rebalance
Monthly portfolio adjustments to maintain target allocations and capture opportunities.
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