BEAR

About

Gives investors a simple and accessible way to obtain ‘short’ exposure to the market

• Designed to go up when the market goes down (and vice versa)
• A 1% fall in the Australian sharemarket on a given day can generally be expected to deliver a 0.9% to 1.1% increase in the value of the Fund (and vice versa)
• Hedge portfolios against falling markets via an efficient use of capital
• Can be used to seek profits when markets decline
• No need to borrow shares or use proprietary trading platforms in order to obtain a magnified short exposure
• Alternative to CFDs
• Actively managed

NB: The Fund’s portfolio exposure is actively monitored and adjusted to stay within a -90% to -110% range on any given day. The Fund uses futures to obtain its exposure rather than the underlying securities, and as such, the Fund should not be expected to provide the exact opposite of the market return over any time period. Investors should check the BetaShares website for details of the Fund’s historical performance, as well as the current portfolio exposure, to ensure that the Fund continues to meet their investment objectives.

Advantages

• Access – obtain returns that are negatively correlated to Australian sharemarket as simply as buying any share
• Convenience – investors avoid complications and costs of CFDs, futures and short selling
• No margin calls for investors – cannot lose more than initial investment
• Liquidity – available to trade on ASX like any share
• SMSF eligible

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