SPDR S&P/ASX 50 Fund

SPDR S&P/ASX 50, seeks to closely track, before fees and expenses, the returns of the S&P/ASX 50 Index. Our approach is designed to provide portfolios with low portfolio turnover, accurate tracking, and lower costs.

As of 03-Feb-2012
Net Asset Value
NAV $40.85
Change($) $-0.18
Change(%) -0.44%
Units on Offer 6,114,131

Performance - Total Return

As of 31-Dec-2011
As of 31-Dec-2011
Cumulative Fund Index
1 Month -1.00% -1.02%
3 Month 2.34% 2.33%
6 Month -9.16% -9.16%
1 Year -9.00% -8.97%
Annualized Fund Index
3 Years pa 7.52% 7.60%
5 Years pa -1.49% -1.49%
10 Years pa 5.87% 5.90%

Holdings

As of 03-Feb-2012
Top Holdings
Bhp Billiton Ltd 13.94%
Cmnwlth Bk Of Aust 9.21%
Westpac Bkg Corp 7.32%
Aust & Nz Bank Grp 6.49%
Natl Australia Bk 6.12%
Telstra Corp Ltd 4.80%
Wesfarmers Ltd 3.94%
Rio Tinto Limited 3.55%
Woolworths Ltd 3.43%
Newcrest Mining 3.02%
As of 03-Feb-2012
Top Sectors
Top Sectors
Financials 41.91%
Materials 25.30%
Consumer Staples 8.08%
Energy 7.02%
Industrials 5.08%
Telecommunication Services 4.80%
Health Care 2.38%
Consumer Discretionary 1.39%
Unassigned 1.34%
Utilities 0.76%
Information Technology 0.46%

Chart | Table

Information

Fund Information
Ticker Symbol SFY
Management Costs 0.286%
Investment Manager State Street Global Advisors, Australia, Limited
ABN 42 003 914 225
Responsible Entity State Street Global Advisors, Australia Services Limited
ABN 16 108 671 441
Distribution Frequency Semi-Annually
As of 03-Feb-2012
Fund Characteristics
Weighted Average Market Cap (Millions) $29,454
Number of Holdings 53

The S&P/ASX 50 Index comprises approximately the 50 largest securities by market capitalisation in Australia. Index constituents are drawn from eligible companies listed on the Australian Stock Exchange. The S&P/ASX 50 is a core component of the Australian indices that could be used as building blocks for portfolio construction.

Index Performance

As of 31-Dec-2011

Index Performance History

As of 30-Dec-2011

Holdings

As of 03-Feb-2012
Top Holdings
Bhp Billiton Ltd 14.35%
Cmnwlth Bk Of Aust 9.47%
Westpac Bkg Corp 7.53%
Aust & Nz Bank Grp 6.68%
Natl Australia Bk 6.30%
Telstra Corp Ltd 4.94%
Wesfarmers Ltd 4.06%
Rio Tinto Limited 3.65%
Woolworths Ltd 3.53%
Newcrest Mining 3.11%
As of 03-Feb-2012
Top Sectors
Top Sectors
Financials 43.13%
Materials 26.04%
Consumer Staples 8.31%
Energy 7.23%
Industrials 5.22%
Telecommunication Services 4.94%
Health Care 2.44%
Consumer Discretionary 1.43%
Utilities 0.78%
Information Technology 0.48%

Chart | Table

Information

As of 03-Feb-2012
Index Characteristics
Hist 3 Year EPS Growth 8.93%
Dividend Yield 4.92%
Price/Earnings 12.79
Fiscal Year 1 Price/Earnings 12.03
Price/Cash Flow 7.84
Return to Equity 19.75%
Total Market Capitalisation $879,682.06
As of 03-Feb-2012
Index Facts
Inception Date 01-Sep-2001
Base Value Index 1000
Current Index Price Level 4251.90
As of 03-Feb-2012
Index Statistics
Number of Components 50
Weighted Average Market Cap (Millions) $48,600
Average Size (Millions):
Mean $17,356.66
Median $7,865.07
Size Range (Millions):
Largest $130,086.41
Smallest $1,062.69

 

Purchase Information

SPDR ETFs are flexible and easy to trade. Investors buy and sell them like shares, typically through a stock broker. Investors can also employ traditional share trading techniques, including stop orders, limit orders and margin purchases (if available).

To purchase a SPDR ETF consult your stock broker or financial advisor.

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