It’s well known many Australian investors are heavily exposed to the top 20 ASX-listed companies, including the major banks and mining companies.
BetaShares’ Australian Ex-20 Portfolio Diversifier ETF (ASX Code: EX20) is a simple-to-access and low-cost way to instantly diversify a top-heavy portfolio via the ASX.
BetaShares Australian Ex-20 Portfolio Diversifier ETF (ASX: EX20)
BetaShares Australian Ex-20 Portfolio Diversifier ETF is an exchange traded fund, available to investors via the ASX using the ticker code ‘EX20’.
EX20 aims to track the performance of an index which provides exposure to 180 of the largest companies listed on the ASX, excluding the top 20, i.e. the companies ranked from number 21 to 200 based on their market capitalisation.
Companies currently held in EX20’s portfolio include Sydney Airport, Coles, AGL, Fortescue Metals Group and Origin Energy. Download the full portfolio holdings here.
Why invest in EX20?
|Portfolio diversification – EX20’s portfolio specifically excludes the largest top 20 ASX-listed companies, to which many investors may already be overweight, including the big banks and mining companies.|
|Cost effective – EX20’s management costs are 0.25% p.a. or $25 for every $10,000 invested 1.|
Simple access – buy and sell EX20 via the ASX, as you would a share, during market hours.
1 Other fees and costs may apply – refer to the Product Disclosure Statement.
Examples of how to use EX20 in a portfolio
- As a core holding in a portfolio, proving broad market exposure while excluding companies that many investors may already be invested in
- Tactical exposure to the Australian sharemarket
- As a complement or alternative to actively managed investments focused on Australian shares.
Investing in EX20
As with all BetaShares funds, EX20 can be bought or sold via the ASX using an online brokerage account or by speaking to a financial adviser.
Please note there are risks associated with an investment in EX20, including small-mid cap securities risk, market risk and liquidity risk.