OZF PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
SPDR S&P/ASX 200 Financials ex A-REITs Fund ETF (ASX:OZF)
The SPDR OZF ETF is a more unique ETF that invests in financial companies from within the ASX 200, while excluding A-REITs and other real-estate and development related companies.
OZF ETF review
OZF share price and fees
OZF fees
ASX ticker code: OZF
Yearly fee (MER): 0.34%
FUM: $124.57 million
Monthly spread: 0.15%
Data Last Updated: July 2022
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.
Fee comparison
OZF yearly fee (MER)
0
%
Sector average fee (MER)
0
%
What does the OZF ASX ETF invest in?
The SPDR OZF ETF invests in Australian financials from within the ASX 200. This ETF contains companies involved in activities such as banking, mortgage finance, investment banking and brokerage, asset management and custody, corporate lending and insurance.
What do investors use the OZF ETF for?
The SPDR OZF ETF could be used by investors looking to invest in the Australian financial industry, while avoiding direct exposure to real-estate and property related sectors. These Australian companies are likely to grow their profits over time and have a track record of paying regular tax-effective dividends for their shareholders.
How to buy the OZF ETF
A portfolio FULL of our best ETF ideas
To invest in any ASX ETF, you need to use create your own account or work with a professional who does it for you. But why both? Professional investing done for you, at a really low cost? That’s exactly what we’ve built at Rask Invest.
Click the button to discover how you can create one account and get an automated professionally managed ETF portfolio.
Click the button to discover how you can create one account and get an automated professionally managed ETF portfolio.
OZF investor starter pack
OZF literature
We’ve asked the ETF provider to share their best whitepapers & research with you.
OZF holdings
The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.
ASX: OZF’s dividend 2021
When does OZF pay a dividend?
OZF dividend reinvestment plan (DRP)
Warnings we apply to the OZF ETF
OZF tax domicile
OZF ETF registry
Fund issuer
Australian shares sector data
Sector average return (1Y)
0
%
Average FUM ($m)
$
0
Average fee (MER)
0
%
How OZF compares:
1Y return
0
%
FUM ($m)
$
0
Fee (MER)
0
%
Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance.
Latest ETF News
Latest ETF news:
*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.
The Best ETF in Australia?
We’ve found the ONE ETF that could rule them all…
Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn’t it be nice to make ONE investment and build the strong Core of your portfolio — with just one click?
Rask’s lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF.
Best of all: The report is totally free and will be sent via email.
Unsubscribe anytime. Read our Terms, Financial Services Guide, Privacy Policy. We’ll never sell your email address. Our company is Australian-owned.
