Passive income. Active living.
Betashares offers a comprehensive range of income-focused ETFs. Providing exposure to equities, fixed income and enhanced cash, these ETFs are intelligently designed to meet the needs of Australian investors looking to enhance their income.
Grow your income with Betashares
Interest rates have been falling and are widely expected to fall further. Dividend yields are down. At the same time, the cost of living has never been higher.
In this environment, it’s time for your investments to step up.
Whether your aim is to book that bucket-list trip or to set something aside for life’s pleasures, there are portfolio options designed to help.
Regular income payments
Enjoy a consistent monthly or quarterly income stream.
Diversify your income sources
Go beyond term deposits and cash management accounts. Add regular income to your mix from a range of asset classes and markets.
Reduce your reliance on market growth
Not all returns need to come from capital gains. Income ETFs can offer an additional potential source of returns over time.
Attractive yields
With interest rates widely expected to fall further, income-focused ETFs offer access to attractive yields across a range of risk profiles.
Portfolios that pay
Investors traditionally have relied on bonds and Australian shares for income. Now, income-focused ETFs offer broader access across assets and regions, with strategies designed to enhance yield and diversify portfolios.
Gain exposure to dividend-paying global companies and alternative sources of income.
INCM
S&P Global High Dividend Aristocrats ETF
Income from a high-yielding portfolio of global companies
ROYL
Global Royalties ETF
Income from global royalty companies with exposure to industries including mining, pharmaceuticals and music.
Tap into high income potential and franking credits* from local Australian dividend-paying companies.
HYLD
S&P Australian Shares High Yield ETF
Monthly income from a portfolio of high-yielding Australian shares.
HVST
Australian Dividend Harvester Active ETF
Attractive income from a rules-based ‘dividend harvest’ strategy, which seeks to maximise exposure to dividend-paying Australian shares.
*Not all Australian investors will be able to receive the full value of franking credits.
Betashares Yield Maximiser ETFs provide exposure to a portfolio of shares, and employ an active strategy that aims to generate income that exceeds the dividend yield from the underlying portfolio over the medium term**.
YMAX
Australian Top 20 Equities Yield Maximiser Complex ETF
Exposure to a portfolio of the top 20 Australian blue-chip shares
UMAX
S&P 500 Yield Maximiser Complex ETF
Exposure to a portfolio of 500 large cap US equities
QMAX
Nasdaq 100 Yield Maximiser Complex ETF
Exposure to a portfolio of the top 100 non-financial stocks listed on the NASDAQ exchange
** As the Yield Maximiser Funds have been designed for investors who prioritise high income over capital growth, income returns can exceed total returns (i.e. income returns plus capital returns) in some circumstances.
Betashares Defined Income Bond ETFs combine the predictability of direct bonds with the flexibility of ETFs.
28BB
2028 Fixed Term Corporate Bond Active ETF
Collect predictable monthly income and receive 28BB’s final value at maturity in May 2028
29BB
2029 Fixed Term Corporate Bond Active ETF
Collect predictable monthly income and receive 29BB’s final value at maturity in May 2029
30BB
2030 Fixed Term Corporate Bond Active ETF
Collect predictable monthly income and receive 30BB’s final value at maturity in May 2030
Betashares Australian Cash Plus Active ETF provides enhanced yield from cash and high-quality money market securities.
MMKT
Australian Cash Plus Active ETF
Earn attractive income, paid monthly, without needing to lock up your money for extended periods
Discover our income ETFs
Explore a select group of Betashares funds designed to deliver income for your investment portfolio
Important Information
Unlike term deposits, an investment in the Betashares income-focused ETFs does not receive the benefit of any government guarantee. There are risks associated with an investment in the Funds. Depending on the Fund, risks may include market risk with equities, currency risk with international investments, interest rate and credit risk with bonds and cash, and use of options risk with the Betashares Yield Maximiser ETFs. Investment value can go up and down. An investment in the Funds should only be considered as a part of a broader portfolio, taking into account your particular circumstances, including your tolerance for risk. For more information on risks and other features of the Funds, please see the relevant Product Disclosure Statement and Target Market Determination, available at www.betashares.com.au.
