What is a portfolio core?
The core of your investment portfolio is the group of investments that serve as the foundation of your portfolio, able to help you build wealth over the long term.
Your core investments should give you exposure to a range of asset classes, both Australian and international as well as growth and defensive. They should offer broad-based, diversified exposure, and be cost-effective. You should be able to hold your core investments over the long term, and rely on them to help you navigate difficult markets, as well as lay the foundation for your long-term financial future.
Betashares core funds
Australian equities
The world’s lowest cost Australian shares ETF1, providing exposure to the top 200 companies listed on the ASX, at a management fee of 0.04% p.a.
International equities
Access to ~1,500 companies from more than 20 developed market countries, at a management fee of 0.08% p.a.
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’.
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.
Cash and fixed income
Provides 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
1Source: Bloomberg, based on expense ratios of Australian shares ETFs based in Australia or on overseas exchanges.
Why use ETFs for your portfolio core?
Diversification
ETFs can offer diversified exposure to an asset class in a single trade. For example, in one trade you can get exposure to the largest 200 stocks listed on the ASX, and in another, access ~1500 stocks listed on more than 20 international exchanges.
Cost-effective
Most ETFs are passively managed and therefore do not incur the high fees typically charged by active managers.
Easy access
ETFs enable you to conveniently access all the main asset classes across a range of geographic regions.
About Betashares
$ 28 B+ AUM
81 Funds
2009 Founded
800 K+ Investors
