SAVE PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
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
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
SAVE yearly fee (MER)
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Sector average fee (MER)
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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
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Click the button to discover how you can create one account and get an automated professionally managed ETF portfolio.
SAVE investor starter pack
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
When does SAVE pay a dividend?
SAVE dividend reinvestment plan (DRP)
Warnings we apply to the SAVE ETF
SAVE tax domicile
SAVE ETF registry
Fund issuer
Sector average return (1Y)
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Average FUM ($m)
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Average fee (MER)
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How SAVE compares:
1Y return
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FUM ($m)
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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.
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