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SPDR Dow Jones Global Real Estate ESG Fund (DJRE)

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/100955-2023-11-02-02:58.pdf
FUND MANAGER State Street Global Advisors Australia
ASX Code DJRE*
APIR
ASSET CLASS EXCHANGE TRADED FUNDS
INVESTMENT STYLE

The Investment Manager uses a passive investment strategy, investing in a portfolio of securities designed to reflect the characteristics of the Fund’s Index.
INVESTMENT PROFILE

The Investment Objective of SPDR Dow Jones Global Real Estate ESG Fund is to provide investment returns (before fees and other costs), that closely correspond to the performance of the Index.
CURRENCY MANAGEMENT Unhedged
INCEPTION DATE 01-11-2013
BENCHMARK Dow Jones Global Select ESG Real Estate Securities Index (RESI) (AUD)
FUND SIZE Dow Jones Global Select ESG Real Estate Securities Index (RESI) (AUD)
DISTRIBUTION FREQUENCY Half-yearly
NO. OF HOLDINGS 200+
FEES 0.50% p.a.
STRUCTURE

Benefits

Benefits

Benefits of investing in the SPDR Global ETFs

Instant international diversification

Access the growth potential of a diversified portfolio of international assets with a single transaction.

Fast, flexible trading

Buy and sell Units in the Funds on the ASX.

Cost-effective global access

Index tracking funds generally have lower management costs than actively managed funds — and SPDR global ETFs are designed for maximum cost-effectiveness.

Precise asset allocation

Use one investment to achieve precisely the level of exposure to international assets your strategy needs.

Transparency

Check each Funds current market value any time during trading hours, or view their holdings and net asset value online.
RISK LEVEL N/A
INVESTOR SUITABILITY

Risks

Title
Detail

Key Features

About the Fund

The SPDR Dow Jones Global Real Estate Fund seeks to closely track, before fees and expenses, the returns of the Dow Jones Global Select ESG Real Estate Securities Index (RESI) (AUD).

The Index

S&P Dow Jones has collaborated with GRESB, a leader in evaluating ESG characteristics of real estate companies, to create the Dow Jones Global Select ESG Real Estate Securities Index (RESI) (AUD).

The index, derived from the Dow Jones Global Select Real Estate Securities Index , utilizes data from GRESB and is designed to be representative of the investment characteristics of real estate benchmarks but with an improved sustainability profile by applying business exclusions and assign weightings (‘tilting’) according to the companies’ GRESB score.

Mandate

How we invest your money

The Investment Manager uses a passive investment strategy, investing in a portfolio of securities designed to reflect the characteristics of each Fund's Index. Those securities can include:

  • Index constituents;
  • Equivalent securities, including Approved Depository Receipts (ADRs) and Global Depository Receipts (GDRs);
  • Derivative contracts, including exchange traded futures contracts and options over Index constituents, used only in limited circumstances.

For more information on how the Index is derived, please see the PDS.