What can the BetaShares Global Quality Leaders Fund actually invest in?
The fund's Statement of Investment Policy and Objectives (SIPO) defines the asset classes it can hold and the allowable target / min / max weights for each.
Strategic asset allocation ranges
| Asset class | Target | Min | Max |
|---|---|---|---|
| International equities | 100% | — | — |
| Cash | — | 0% | 1% |
Mandate flexibility (sum of max − min across all ranges): 1%. Narrow range — index-tracking style with limited drift.
Responsible-investment approach
Certain funds are integrated financial products that apply ESG screens to exclude companies materially engaged in activities inconsistent with responsible investment considerations, including fossil fuels, gambling, tobacco, armaments, and other activities, and give preference to companies identified as Sustainability Leaders by a Responsible Investment Committee.
Derivatives policy
Derivatives may be used to manage cash flows, to more efficiently obtain the desired investment exposure and for currency hedging purposes; permitted instruments include futures, options or forward foreign exchange contracts, which may be exchange traded or transacted on an OTC basis.