About Spdr S&P/Asx 200 Financials Ex A-Reit Fund

The SPDR S&P/ASX 200 Financials Ex A-REIT Fund (ASX:OZF) is an exchange-traded fund (ETF) that seeks to provide investment results that correspond to the price and yield performance of the S&P/ASX 200 Financials Ex A-REIT Index. The Index is designed to provide an effective representation of the Financial sector of the S&P/ASX 200 Index, excluding Australian real estate investments trusts (A-REITs), mortgage REITs, equity REITs, and real estate management & development companies. The Fund's objective is to provide investors with a low-cost and convenient way to invest in a diversified portfolio of Australian financial companies, excluding A-REITs. The Fund does this by tracking the S&P/ASX 200 Financials Ex A-REIT Index, which is a market capitalization-weighted index of the largest and most liquid Australian financial companies.

Snapshot

2011Year founded

32Employees

Massachusetts, United StatesHead office

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Global footprint

Operations

All Locations

United States

Products and/or services of Spdr S&P/Asx 200 Financials Ex A-Reit Fund

Provides exposure to a diversified portfolio of Australian financial companies, excluding A-REITs: The ETF tracks the S&P/ASX 200 Financials Ex A-REIT Index, which includes companies from the financial sector, such as banks, insurance companies, and asset management firms.
Is low cost and easy to trade: The ETF has a total expense ratio (TER) of 0.34% per annum, which is a low cost for an ETF. It is also traded on the Australian Securities Exchange (ASX), which makes it easy to buy and sell.
Is hedged to Australian dollars: The ETF is hedged to Australian dollars, which means that the value of the ETF is relatively unaffected by currency fluctuations.
Is transparent and accessible: The ETF's holdings are disclosed daily and it has a minimum investment amount of $500, making it accessible to a wide range of investors.

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