News and announcements | BetaShares - BetaShares

Latest News

BetaShares and Legg Mason launch two Active ETFs (ASX: EINC and ASX: RINC)

21 Feb 2018

We are pleased to announce the launch of two new Active ETFs on the ASX, under a strategic partnership with global asset manager Legg Mason.

  • BetaShares Legg Mason Equity Income Fund (managed fund) (ASX: EINC)
  • BetaShares Legg Mason Real Income Fund (managed fund) (ASX: RINC)

Based on award-winning strategies by Legg Mason’s affiliate, Martin Currie Australia, both funds aim to deliver attractive income by investing in high-quality Australian securities. These Active ETFs can be bought or sold on the ASX, just like shares, using the ASX codes “EINC” and “RINC”.

For more information and to request an information pack, click here.

BetaShares and Legg Mason form Active ETF strategic partnership

14 Feb 2018

BetaShares and global asset manager Legg Mason have entered a strategic partnership to launch a range of high quality Active ETFs to broaden the investment options on offer to Australian investors.

BetaShares’ Chief Executive Officer, Alex Vynokur, said of the partnership: “Legg Mason is one of the world’s largest and most experienced asset managers with market-leading investment management capabilities across multiple major asset classes, so we’re excited to be part of this collaboration.”

“Combining Legg Mason’s award-winning active management capability with BetaShares deep ETF skillset, the partnership aims to deliver a suite of high quality Active ETFs that give Australian investors more solutions to diversify their portfolios and achieve their investment objectives.”

The BetaShares Legg Mason Active ETFs will utilise the investment philosophies and the strength and position in the market place of both organisations, and will be actively managed by Legg Mason’s investment team. Like all BetaShares products, the new Funds will be able to be bought and sold during the trading day like any share on the ASX.

BetaShares launches Australian Sustainability Leaders ETF (ASX: FAIR)

07 Dec 2017

We are pleased to announce the launch of the BetaShares Australian Sustainability Leaders ETF (ASX: FAIR), a new ethical ETF giving investors access to a portfolio of sustainable, ethical Australian companies in one simple trade.

FAIR provides exposure to a diversified portfolio of Australian companies that have been screened to preference companies engaged in sustainable business activities and to avoid companies engaged in activities deemed inconsistent with responsible investment considerations.

To learn more about FAIR, please visit the product page and request an information pack, or contact our client services team on 1300 487 577 (within Australia)  or +61 2 9290 6888 (outside Australia).

BetaShares launches first Australian Hybrids Active ETF (ASX: HBRD)

20 Nov 2017

We are pleased to announce the launch of Australia’s first Active ETF that invests in hybrids – the BetaShares Active Australian Hybrids Fund (managed fund) (ASX: HBRD).

BetaShares’ HBRD helps investors access a diversified portfolio of hybrids while seeking to minimise potential downside risk associated with owning hybrids directly.

The active strategy of HBRD gives investors instant access to a high-quality portfolio of hybrids, in order to provide more diversification to many investors who may otherwise own only a handful of hybrids directly. In addition, the Fund’s strategy has been specifically designed to manage the risks associated with hybrids during particular market conditions. If, and when the hybrids market is assessed to be overvalued, or to present a heightened risk of capital loss, the Fund can allocate more of its portfolio to lower risk securities, or even move entirely into cash.

To learn more about HBRD, please visit the product page and request an information pack, or contact our client services team on 1300 487 577 (within Australia)  or +61 2 9290 6888 (outside Australia).

BetaShares Tax Guide 2017

17 Jul 2017

The 2017 BetaShares Tax guide for its exchange traded funds has been released.

The Tax Guide has been prepared for an Australian resident individual investor in a BetaShares Exchange Traded Fund.

It contains general information to assist you in completing your 2017 Tax Return.

Download the guide here.

BetaShares launches Australian Bank Senior Floating Rate Bond ETF (ASX: QPON)

06 Jun 2017

We are pleased to announce the launch of the BetaShares Australian Bank Senior Floating Rate Bond ETF (ASX: QPON), the first ETF in Australia to offer exposure to a portfolio of Australian Bank senior floating rate bonds. QPON aims to provide investors with attractive income paid monthly, along with the diversification benefits and relative capital stability of floating rate notes.

QPON invests in a portfolio of some of the largest and most liquid floating rate bonds issued by Australian banks. The Fund invests 80% of its assets in floating rate bonds issued by the big four Australian banks, with the remaining 20% invested in bonds issued by the large ‘regional’ banks, including Macquarie Bank and AMP Bank.

To learn more about QPON, please visit the product page and request an information pack, or contact our client services team on 1300 487 577 (within Australia)  or +61 2 9290 6888 (outside Australia).

BetaShares hits $4B AUM and expands into Melbourne

04 May 2017

We’re proud to announce the milestone achievements of surpassing $4 billion in assets under management (AUM), and the expansion of BetaShares into Melbourne.

Damon Riscalla joins BetaShares in Melbourne as National Manager, Adviser Services, bringing with him 21 years’ experience across the banking, insurance and funds management industries.

Since the launch of our first ETFs in December 2010, BetaShares has expanded considerably, now we are now managing a diversified family of 39 funds, covering a broad range of asset classes and investment strategies. As a leading participant in the Australian ETF industry, we’re committed to investing in education and client service and are pleased strengthen that commitment with recent additions to the team.

To learn more about our full product range click here, or visit our Careers section and view current job opportunities.

 

 

BetaShares launches Australian Small Companies Select Fund

01 May 2017

We’re proud to announce the launch of the Australian Small Companies Select Fund (managed fund) (ASX: SMLL), a competitively priced fund that seeks to provide investors with capital growth and income from a select portfolio of high quality, profitable Australian small companies, and which aims to outperform the S&P/ASX Small Ordinaries benchmark.

The Fund will typically hold 50-100 stocks, drawn from a universe of ASX-listed stocks outside the 100 largest companies, but generally within the 350 largest companies by market capitalisation. SMLL breaks new ground, with the fund’s competitive fee structure strongly aligns the interests of the manager with the outcome for investors.

If you would like to learn more about SMLL, please visit the product page to request an information pack, or contact our client services team on 1300 487 577 (within Australia)  or +61 2 9290 6888 (outside Australia).

Launch of BetaShares/Investment Trends ETF Report

08 Mar 2017

Today we have announced the latest findings from our annual BetaShares/Investment Trends ETF Report. The Report is Australia’s most comprehensive summary of the ETF industry based on quantitative research of over 9,000 investors. It contains insights about the size and growth of the ETF industry, including insight into the investment behaviour of retail investors, SMSFs and financial planners. Click here to request your copy.

BetaShares launches Strong Australian Dollar Fund and Strong US Dollar Fund

30 Jan 2017

We are excited to have launched two new funds: BetaShares Strong Australian Dollar Fund (hedge fund) (ASX: AUDS) and the BetaShares Strong U.S. Dollar Fund (hedge fund) (ASX: YANK).

AUDS is designed to provide investors with a magnified “long AUD” exposure to the change in the value of the Australian Dollar relative to the US Dollar. AUDS can be used by Australian financial advisors and investors to potentially mitigate, or hedge, currency risk commonly affecting Australian investor returns from international, U.S. Dollar denominated investments. Conversely, YANK provides investors with a magnified “long USD” exposure to the performance of the US Dollar relative to the Australian Dollar.

The launch of the new Funds follows on the back of the success of the BetaShares Currency series, including the BetaShares U.S. Dollar ETF (ASX: USD) which has grown to over $500 million in assets and is amongst the most actively traded exchange traded products on the ASX.