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.
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.
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.
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.
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.