BetaShares Adviser Edge | Investment ideas and resources

Adviser Edge

The BetaShares Adviser Edge series aims to provide you with investment ideas that can be implemented using ETFs, and resources to help you communicate those ideas to your clients.

Each month you’ll receive an email containing a brief summary of the idea, with a link to a page on our website with more detail.


November 2019

Does your portfolio have the EX factor? EX20 offers a diversified Australian equities portfolio without doubling down on the big banks and miners

A portfolio comprising companies outside the top 20 offers the potential for growth without increasing exposure to stocks most investors already hold.

 

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October 2019

True to label ethical funds, allowing investors to profit from their principles

BetaShares’ two ethical funds, ETHI and FAIR, apply stringent responsible investment screening criteria, without trading off financial performance.

 

 

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September 2019

Enhanced income with the potential for lower portfolio volatility

BetaShares’ YMAX and UMAX funds employ a call option writing strategy that generates extra income and has the potential to reduce portfolio volatility.

 

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August 2019

A fixed income blend with the potential for higher returns and improved portfolio diversification

A combination of two of our fixed income funds, CRED and QPON, has the potential to outperform funds that track the AusBond Composite index.

 

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