Benefits of Betashares Managed Accounts
Low portfolio costs
Betashares Managed Accounts can increase efficiency in your practice, and reduce cost in client portfolios. Total portfolio fees are typically lower than the costs of traditional portfolios and active model managers.
Comprehensive service
Our high-quality reporting delivers transparency for clients and lightens your administrative load. Get monthly factsheets, client friendly quarterly emails, access to the Adviser Services Team, Portfolio Management Team and Betashares Chief Economist.
Dynamic Managed Accounts
Betashares Dynamic Managed Accounts seek to achieve capital growth and income streams through a careful blending of major asset classes, both domestic and international.
The portfolios are rebalanced quarterly based upon Betashares’ modelling of asset class mis-valuations, risk objectives and economic considerations.
Dynamic Managed Accounts are available for a range of client risk profiles.
Ethical Managed Accounts
Betashares Ethical Managed Accounts are designed for investors seeking to align their investments with their values.
Constructed using Betashares’ market-leading range of ethical ETFs, multi-asset class diversified portfolios are available for three client risk profiles, as well as a fourth option providing direct access to a portfolio of ethically-screened Australian equities.
Research Report
Betashares Dynamic Managed Accounts and Ethical Managed Accounts have received 4-star ‘Superior’ ratings from SQM Research (August 2022).
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Platform availability
Betashares currently ranks 1st for managed account availability across platforms*.
Betashares Dynamic Managed Accounts are also available on OneVue, Mason Stevens and HarbourWrap.
Betashares Ethical Managed Accounts are available on Netwealth, HUB24, Macquarie Wrap and Praemium.
*Source: Rainmaker Information Managed Account Model Portfolios 2022
Australian based
Betashares is a leading Australian fund manager, specialising in ETFs. Portfolio management decisions for Betashares Managed Accounts are made by our Australian-based Investment Committee.
