DBBF aims to provide exposure to a cost-effective, multi-asset class portfolio, for investors whose priority is investing in a way that aligns with their values. DBBF seeks to balance income and capital growth returns over the long term, and targets an allocation of 50% defensive assets (Australian and international bonds), 50% growth assets (Australian and international shares).
DBBF is built using BetaShares’ true-to-label, RIAA-certified* ethical ETFs – which combine positive climate leadership screens with a broad set of ESG criteria. DBBF provides exposure to a passive blending of asset classes, including Australian and global shares and bonds, according to its strategic asset allocation.
DBBF has been designed to suit investors with a ‘medium’ tolerance for risk, with an investment timeframe of at least 5 years.
Benefits of DBBF
All-in-one, true to label ethical solution
DBBF is built using BetaShares’ true-to-label, RIAA-certified* ethical ETFs – which combine positive climate leadership screens with a broad set of ESG criteria.
Diversified, multi-asset class exposure
DBBF provides all-in-one exposure to a range of asset classes, including equity and fixed income securities across Australian and global markets.
Management fees of just 0.39% p.a.1
- (or $39 for every $10,000 invested per year).
*The underlying BetaShares ethical ETFs have been certified by the Responsible Investment Association Australasia (RIAA) according to the strict operational and disclosure practices required under the Responsible Investment Certification Program. See www.responsibleinvestment.org for details. The Responsible Investment Certification Program does not constitute financial product advice. Neither the Certification Symbol nor RIAA recommends to any person that any financial product is a suitable investment or that returns are guaranteed. Appropriate professional advice should be sought prior to making an investment decision. RIAA does not hold an Australian Financial Services Licence.
1 Other costs, such as transaction costs, may apply. Refer to the PDS for more information.
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.