Betashares core funds for financial advisers
Australian equities
The world’s lowest cost Australian shares ETF1, providing exposure to the 200 largest companies listed on the ASX, at a management fee of 0.04% p.a.2
Access a diversified portfolio of the 200 largest companies listed on the ASX as measured by fundamental size.
Invest in a portfolio of 40 companies that rank highest on “quality” metrics.
International equities
Access to ~1,500 companies from more than 20 developed market countries, at a management fee of 0.08% p.a.2
Access to a portfolio of the top 100 companies listed on the Nasdaq stockmarket, including revolutionary companies such as Apple, Amazon and Tesla.
Invest in a portfolio of large global stocks identified as ‘Climate Leaders’.
Invest in an equally weighted portfolio of 500 leading listed US companies.
Access a diversified portfolio of 150 global companies (ex-Australia) that rank highest on “quality” metrics.
Cash and fixed income
Aims to provide attractive monthly income from assets invested in deposit accounts with selected banks in Australia.
Provides exposure to a diversified portfolio of high-quality Australian corporate and government bonds.
Aims to provide attractive income from a portfolio of senior floating rate bonds issued by major Australian banks.
Access a portfolio of high-quality bonds issued by Australian federal and state governments, supranationals and sovereign agencies
Diversified
An all-in-one, ‘all growth’ assets ETF providing exposure to ~8,000 equity securities listed on over 60 global exchanges, in one ASX trade.
1Source: Bloomberg, based on expense ratios of Australian shares ETFs based in Australia or on overseas exchanges.
2Management fee includes ongoing expenses of the Fund, excluding transaction costs of buying and selling the Fund’s investments. Refer to the PDS for more information.
There are risks associated with an investment in each of the Funds. Investment value can go up and down. An investment in any Fund should only be made after considering the investor’s particular circumstances, including their tolerance for risk. For more information on the risks and other features of a Fund, please see the relevant Product Disclosure Statement and Target Market Determination, available on this website at the links to the fund pages above.
Why use ETFs for your portfolio core?
Cost-effective
Most Betashares ETFs are passively managed and therefore do not incur the high fees typically charged by active managers.
Diversification
In one trade your clients can get diversified exposure to, for example, the largest 200 stocks listed on the ASX, and in another, access ~1500 stocks listed on more than 20 international exchanges.
Build robust portfolios
As core investments able to be held over the long term, Betashares core ETFs can help your clients navigate difficult markets, as well as lay the foundation for their long-term financial future.
Transparent
Your clients can access information relating to their investments in Betashares ETFs, including underlying portfolio holdings and fees, at any time on our website.
Low turnover
Passively managed funds tend to have relatively low portfolio turnover, helping to reduce transaction costs and capital gains tax events.
Adviser resources
About Betashares
$ 28 B+ AUM
81 Funds
2009 Founded
800 K+ Investors
