Managed Portfolios

Effortless investing starts here

Set-and-forget investing with low-cost diversified portfolios constructed and managed by investing experts.

  • Constructed from ASX and CBOE-traded ETFs
  • Zero brokerage, low monthly Portfolio fee*
  • Make one-off or regular automated investments
  • Portfolios automatically rebalanced

Refer to the PDS for information on interest retained by Betashares on cash balances.

Betashares Core Portfolios

Betashares Core Portfolios are designed to build wealth or provide income for a range of risk profiles.

Help me choose
B.CORE

Conservative

A portfolio with a strong focus on income and capital preservation, that may suit investors with a low risk tolerance.

Since inception
1 year performance
3 years time horizon
Low to Medium volatility
Asset allocation
20% Growth 80% Defensive
Invest
B.CORE

Moderate

A portfolio with strong focus on income and capital preservation, that may suit investors with a low risk tolerance.

Since inception
1 year performance
5+ years time horizon
Medium volatility
Asset allocation
35% Growth 65% Defensive
Invest
B.CORE

Balanced

A portfolio with focus balanced between capital growth and income, that may suit investors with a moderate risk tolerance.

Since inception
1 year performance
5+ years time horizon
Medium to High volatility
Asset allocation
50% Growth 50% Defensive
Invest
B.CORE

Growth

A portfolio with a primary focus on capital growth, that may suit investors with a moderate to high risk tolerance.

Since inception
1 year performance
5+ years time horizon
High volatility
Asset allocation
70% Growth 30% Defensive
Invest
B.CORE

High Growth

A portfolio with a very strong focus on capital growth, that may suit investors with a high risk tolerance.

Since inception
1 year performance
7+ years time horizon
High volatility
Asset allocation
90% Growth 10% Defensive
Invest
B.CORE

All Growth

A portfolio focused entirely on capital growth, that may suit investors with a very high risk tolerance.

Since inception
1 year performance
7+ years time horizon
Very High volatility
Asset allocation
100% Growth 0% Defensive
Invest

Betashares Focused Portfolios

Betashares Focused portfolios are designed to help you achieve specific investment goals by targeting selected sectors or themes.

B.EARN

Passive Income

A portfolio that aims to generate attractive, consistent income.

5+ years time horizon
Medium to High volatility
Invest
B.TECH

Technology Innovators

An all-growth portfolio that focuses on the technology sector, and tech-driven industries.

7+ years time horizon
Very High volatility
Invest
B.GREEN

Responsible Investing

A growth-focused portfolio designed for ethical investors.

7+ years time horizon
High volatility
Invest
B.GEAR

Geared Advantage

A moderately geared portfolio strongly focused on capital growth. May suit investors with a very high risk tolerance.

7+ years time horizon
Very High volatility
Invest

Partner Portfolios

Low-cost, diversified multi-asset ETF models blending active and passive strategies, constructed by the J.P. Morgan Asset Management team.

J.INC

JPMorgan Active Income

Seeks consistent income through active and passive ETFs for future goals.

5+ years time horizon
Medium volatility
Invest
J.GROW

JPMorgan Active Growth

Grow your investments with active and passive ETFs for future goals.

7+ years time horizon
High volatility
Invest

Transparent low fees

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Managed Portfolio balance
Under $10k
$10k - $100k
$100k - $500k
$500k - $2m
$2m +
Betashares Portfolios
$3/month
0.20% p.a.
0.18% p.a.
0.16% p.a.
0.14% p.a.
JPMorgan Portfolios
$3/month
0.30% p.a.
0.28% p.a.
0.26% p.a.
0.24% p.a.
Brokerage
$0
$0
$0
$0
$0

A portfolio fee of 0.20% p.a. is equivalent to $20 p.a. per $10,000 invested. Refer to the PDS for information on interest retained by Betashares on cash balances. The fee structure for Custom portfolios varies from the fees for Managed portfolios, and can be found

Provided for illustrative purposes only.

Build wealth steadily with automated investing

Set up a plan to automatically invest into your chosen portfolio, and/or make one-off investments:

  • Create recurring payments within Betashares Direct or via your banking App.
  • Direct part of your salary or tax return into your Betashares Direct portfolio
  • Recurring investments make it simple to automate a dollar cost averaging (DCA) investing strategy.

Achieve more with Betashares Direct

Start investing with Managed Portfolios