DMKT

BetaShares and AMP Capital have joined forces to deliver investors a range of Active ETFs – combining AMP Capital’s strength in active investment management and BetaShares expertise in exchange traded funds.

About

The Fund adopts a dynamic approach to asset allocation and currency hedging which involves negotiating the ups and down of a market cycle

• Low-cost investment solution which aims to provide growth above inflation, as well as smooth out performance over the economic cycle when used as part of a blended portfolio solution
• Aims to buy into underpriced opportunities, and sell out of overpriced situations, in order to provide smoother returns over the long-term
• Provides investors with diversification by investing across a range of traditional asset classes such as shares, listed property, commodities, fixed income, credit and cash
• Underlying asset class exposures achieved by investing in passively managed investments

Advantages

• Designed to match the needs of investors – seeks to provide a total return of 4.5% p.a. above inflation (before costs and tax) on a rolling 5 year basis rather than outperform an index
• Cost-effective way to access active management – main driver of returns being active asset allocation while underlying assets are passive
• Flexibility – the Fund can actively reduce or increase its allocation in asset classes, or types of investment based upon expected performance; this can help smooth returns
• Diversification – invests in a wide variety of asset classes with the aim of spreading investor risk and accessing growth opportunities more evenly
• Experienced team – the Fund is managed by some of Australia’s most experienced economists and investment strategists
• Liquidity – available to trade on ASX like any share

How to Invest

• You can buy or sell units just like you’d buy or sell any share on the ASX
• Fund requires no minimum investment