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.

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 your particular circumstances, including your 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?

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

$28B+ AUM

81 Funds

2009 Founded

800K+ Investors

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