Exchange Traded Funds - Portfolio Study

Asset allocation involves diversifying a portfolio across different categories (asset classes) such as stocks, fixed interest, real estate and cash equivalents. Asset allocation is used by investors to lessen risk as each asset class should have a different correlation to alternative ones.

To assist investors  understand how Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs) can help achieve broad diversification across asset classes whilst achieving market return and an income stream, ASX has undertaken a portfolio study.

Exchange Traded Funds (ETFs) and Exchange Traded Commodities (ETCs) invest in a portfolio of securities that track a particular index or a physical commodity such as gold. ETFs and ETCs cover a broad range of asset classes from Australian shares, international shares, listed property and commodities.

Note: The composition of our ETF portfolio study has changed. We have used the income received to purchase the Vanguard Ex - US ETF (ASX Code: VEU). View the portfolio composition file for more information.

  • Study background and rules
  • Portfolio composition (XLS 450KB)
    The excel file contains a number of tabs showing the portfolio composition across asset classes and overall portfolio composition in January 2008 and January 2009. Portfolio composition will be reviewed and updated annually.
  • Study returns (XLS 30KB)
    The excel file shows the portfolio results split between movements in overall portfolio value and income received. The portfolio value and income received will be updated on a quarterely basis.  

Portfolio study information
Level Beginner
Investment style Passive, long term
Launched 01/01/2008
Return for entire period -14.66 %
Return for 2009 20.96 %
Holdings SFY, SLF, IOO, VEU, AYF, GOLD