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ETF Categories

Explore our full range of ETFs, designed to suit different goals, strategies, and risk levels. From Australian shares to global themes, find the right building blocks for your portfolio.

Choosing the right strategy

Before investing, it’s important to understand:

 

How it works: What are you actually investing in?

 

How it makes money: Will returns come from income (like dividends) or capital growth (like share price increases)?

 

The risks involved: What could go wrong, and how much could you lose?

 

Total costs: Are there fees for buying, holding, or selling?

 

Your investment timeframe: How long should you stay invested to expect a return?

 

Tax impact: Will you pay tax on returns, and how much?

 

Diversification: How does this fit with your other investments?

 

Active vs Passive investing

There are two common approaches to investing. Each approach carries different risks, time commitments, and fees.

 

Passive Investing

Passive investing aims to track or match a market index (like the ASX 200). It’s lower-cost and aims to match market returns over time.

 

 

Active Investing

Active investing tries to outperform the market. It may offer higher returns, but often comes with more risk and higher fees.

 

Learn more about active vs passive investing below.

 

Assets classes explained

Investments are generally grouped into two categories based on risk and return:

 

Growth Assets

  • Aim for higher long-term returns
  • Can be more volatile in the short term
  • Often suited to younger investors or long-term goals
  • Examples: Shares, property

 

Defensive Assets

  • Aim to preserve capital with more stable returns
  • Lower risk, but usually lower returns
  • Often suited to income needs or shorter timeframes
  • Examples: Cash, bonds, gold

 

As your goals and life stage change, your mix of growth and defensive investments might too.

Choosing the right strategy

Active vs Passive investing

Assets classes explained

Before investing, it’s important to understand:

 

How it works: What are you actually investing in?

 

How it makes money: Will returns come from income (like dividends) or capital growth (like share price increases)?

 

The risks involved: What could go wrong, and how much could you lose?

 

Total costs: Are there fees for buying, holding, or selling?

 

Your investment timeframe: How long should you stay invested to expect a return?

 

Tax impact: Will you pay tax on returns, and how much?

 

Diversification: How does this fit with your other investments?

 

There are two common approaches to investing. Each approach carries different risks, time commitments, and fees.

 

Passive Investing

Passive investing aims to track or match a market index (like the ASX 200). It’s lower-cost and aims to match market returns over time.

 

 

Active Investing

Active investing tries to outperform the market. It may offer higher returns, but often comes with more risk and higher fees.

 

Learn more about active vs passive investing below.

 

Investments are generally grouped into two categories based on risk and return:

 

Growth Assets

  • Aim for higher long-term returns
  • Can be more volatile in the short term
  • Often suited to younger investors or long-term goals
  • Examples: Shares, property

 

Defensive Assets

  • Aim to preserve capital with more stable returns
  • Lower risk, but usually lower returns
  • Often suited to income needs or shorter timeframes
  • Examples: Cash, bonds, gold

 

As your goals and life stage change, your mix of growth and defensive investments might too.

 

 

Investing involves risk. The value of an investment and income distributions can go down as well as up. Funds that use gearing magnify both gains and losses and may not be suitable for all investors. Before making an investment decision you should consider the relevant product disclosure statement (available at www.betashares.com.au) and your particular circumstances, including your tolerance for risk, and obtain financial advice. An investment in any Fund should only be considered as a component of a broader portfolio.