Recognising this, BetaShares has a range of products which aim to provide attractive income, either by providing higher rates of interest income on cash or by giving investors exposure to income from shares.
Regular income from shares
BetaShares has a number of exchange-traded products where the primary objective of the Fund is to generate income, and which pays income distributions either monthly or quarterly to investors.
Equity Income
| ASX Code | Description |
|---|---|
| HVST | Australian Dividend Harvester Fund (managed fund) - aims to provide investors with exposure to large capitalisation Australian shares along with regular franked dividend income, paid monthly, that is at least double the annual income yield of the broad Australian sharemarket. |
| YMAX | Australian Yield Maximiser Fund (managed fund) - aims to provide investors with exposure to a portfolio of 20 blue-chip Australian shares while providing quarterly income, including franking credits, that is expected to exceed the yield performance of the underlying share portfolio over the medium-term. |
| UMAX | S&P 500 Yield Maximiser Fund (managed fund) - aims to provide investors with exposure to the stocks comprising the S&P 500 Index (which tracks large capitalisation U.S. equities) while providing quarterly income that is expected to exceed the yield performance of the underlying share portfolio over the medium-term. |
| QFN | S&P/ASX 200 Financials Sector ETF - aims to provide simple and transparent exposure to the Australian Financials sector, a sector that has typically exhibited high income yields relative to other sectors, and strong franking levels. |
| EINC | BetaShares Legg Mason Equity Income Fund (managed fund) - aims to provide an attractive and growing income stream by investing in an actively-managed diversified portfolio of high quality income-oriented Australian shares. |
| RINC | BetaShares Legg Mason Real Income Fund (managed fund) - aims to provide an attractive and growing income stream, along with portfolio diversification by investing in an actively-managed diversified portfolio of ASX-listed securities holding real or “hard” physical assets. |
| INCM | BetaShares Global Income Leaders ETF - aims to track the performance of an index (before fees and expenses) that comprises 100 high-yielding global companies (ex-Australia) screened for dividend sustainability. |
A smarter way to invest in hybrids
Hybrids
| ASX Code | Description |
|---|---|
| HBRD | BetaShares Active Australian Hybrids Fund (managed fund) - provides access to a professionally managed, diversified portfolio of hybrid securities |
An attractive return on your Cash
Cash & Fixed Income
| ASX Code | Description |
|---|---|
| AAA | High Interest Cash ETF - aims to provide investors with attractive monthly income that exceeds the 30 day Bank Bill Swap Rate. |
| QPON | Australian Bank Senior Floating Rate Bond ETF - provides exposure to a portfolio of some of the largest and most liquid senior floating rate bonds issued by Australian banks. |
| BNDS | BetaShares Legg Mason Australian Bond Fund (managed fund) - provides exposure to an actively managed, diversified portfolio of Australian bonds and aims to provide an after-fee return above the Bloomberg AusBond Composite Index over rolling three-year periods. |
| INCM | BetaShares Global Income Leaders - provides exposure to a diversified portfolio of shares with attractive, regular income. |
One consideration with investing for income may be that Funds which are designed with an income focus in mind may tilt the composition of investment returns away from capital and towards income generation. Depending on your investment goals and whether you are retired or a pre-retiree, it is always important to consider a diverse range of investments across a balanced portfolio to meet your financial investment objectives.