Have you ever played Risk? "Your objective is to conquer Asia, Europe and an Emerging Market of your choice".

Access a world (literally!) of ETFs from the New Zealand Exchange (NZX), without the need to send resources overseas.

TOTAL WORLD ETFs:

UNITED STATES ETFs:

S&P 500 & ESG ETFs

  • US 500 ETF (USF)

The Smartshares US 500 ETF invests in the Vanguard S&P 500 ETF, which is designed to track the return on the S&P 500 Index.
 
Expense ratio: 0.34% per year.
 

  • US EQUITIES ESG ETF (USA)

The Smartshares US Equities ESG ETF invests in the iShares MSCI USA ESG Screened UCITS ETF USD (Acc), which is designed to track the return on the MSCI USA ESG Screened Index.
Expense ratio: 0.34% per year.

 



VALUE & GROWTH ETFs

  • US LARGE VALUE ETF (USV) 

The Smartshares US Large Value ETF invests in the Vanguard Value ETF, which is designed to track the return on the CRSP US Large Cap Value Index. 
 
Expense ratio: 0.51% per year. 
 
 
  • US LARGE GROWTH ETF (USG) 

The Smartshares US Large Growth ETF invests in the Vanguard Growth ETF, which is designed to track the return on the CRSP US Large Cap Growth Index. 
 
Expense ratio: 0.51% per year. 
 

 

MID & SMALL CAP ETFs

  • US SMALL CAP ETF (USS) 

The Smartshares US Small Cap ETF invests in the Vanguard Small Cap ETF, which is designed to track the return on the CRSP US Small Cap Index. 
 
Expense ratio: 0.51% per year.

  • US MID CAP ETF (USM) 

The Smartshares US Mid Cap ETF invests in the Vanguard Mid Cap ETF, which is designed to track the return on the CRSP US Mid Cap Index. 
 
Expense ratio: 0.51% per year. 

NEW ZEALAND ETFs:

NZ DIVIDEND ETF (DIV)

The Smartshares NZ Dividend ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 High Dividend Index.

Expense ratio: 0.54% per year.

NZ MID CAP ETF (MDZ)

The Smartshares NZ Mid Cap ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX Mid Cap Index.

Expense ratio: 0.60% per year.

NZ TOP 50 ETF (FNZ)

The Smartshares NZ Top 50 ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 50 Portfolio Index.

Expense ratio: 0.50% per year.

S&P/NZX 50 ETF (NZG)

The Smartshares S&P/NZX 50 ETF is designed to track the return on the S&P/NZX 50 Index

Expense ratio: 0.20% per year.

NZ PROPERTY ETF (NPF)

The Smartshares NZ Property ETF invests in property assets listed on the NZX Main Board and is designed to track the return on the S&P/NZX Real Estate Select Index

Expense ratio: 0.54% per year.

NZ TOP 10 ETF (TNZ)

The Smartshares NZ Top 10 ETF invests in financial products listed on the NZX Main Board and is designed to track the return on the S&P/NZX 10 Index.

Expense ratio: 0.60% per year.

FIXED INCOME ETFs:

WHAT ARE ETFs AND WHAT ARE THE ADVANTAGES?

WHO WE ARE:

TRENDSET Financial Education. www.trendsetconsulting.com/en Hamilton, New Zealand +64 212284022 arthur@trendset.com.br Podcast: anchor.fm/TRENDSETConsulting
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CONTACT:

TRENDSET Financial Education
www.trendsetconsulting.com/en
New Zealand
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Made in New Zealand from important and local ingredients.
©2000-2024. All rights reserved.

Disclaimer: The information on this website is provided for educational purposes only. TRENDSET does not assume any responsibility for giving legal, investment or other professional advice and disclaims any liability arising from the use of the information. If you require legal, investment or other expert advice, you should seek assistance from an authorised financial adviser.