News and announcements | BetaShares - BetaShares

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Proposed modifications to Fund constitutions regarding AMIT tax regime

19 Jun 2018

BetaShares Capital Ltd, in its capacity as responsible entity, proposes to make certain modifications to Fund constitutions to enable the adoption of the Attribution Managed Investment Trust (AMIT) tax regime. See the “Resources” section of each Fund page for a notice containing further information on this topic.

BetaShares launches Australian Investment Grade Corporate Bond ETF (ASX: CRED)

05 Jun 2018

We are pleased to announce the launch of the BetaShares Australian Investment Grade Corporate Bond ETF (ASX: CRED), a low cost, intelligent core portfolio building block for Fixed Income.

CRED is designed to provide investors exposure to a portfolio of investment grade, fixed-rate Australian corporate bonds, which, at the time of writing, is offering investors the highest income levels available from all Australian Corporate Bond ETFs trading on the ASX*.

At 0.25% p.a., CRED is additionally the lowest-cost Australian fixed-rate corporate bond ETF currently available on the ASX**.

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

*Source: Bloomberg, as at 4 June 2018.
**Source: ASX Investment Products Monthly Update, April 2018, based on MER (% p.a.).

BetaShares launches Australia 200 ETF (ASX: A200)

09 May 2018

We are pleased to announce the launch of the BetaShares Australia 200 ETF (ASX: A200), the world’s lowest cost Australian shares ETF*.

A200 provides investors with exposure to 200 of the largest companies listed on the ASX, with a management fee of only 0.07% p.a.

A200’s management fee is half that of the previous lowest-fee Australian shares ETF available on the ASX.

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

*Source: Bloomberg, based on expense ratios of Australian shares ETFs traded in Australia or on overseas exchanges.

BetaShares to launch world’s lowest cost Australian shares ETF

06 Apr 2018

BetaShares has announced it will launch the world’s lowest cost Australian shares ETF, the BetaShares Australia 200 ETF, which will trade under the ASX under the code: A200.

A200 will give investors exposure to 200 of the largest companies listed  on the ASX by market capitalisation in a single trade, with management costs of only 0.07% p.a, which is currently half the cost of the current lowest fee Australian shares ETF available on ASX.

Register your interest in A200 here.

Launch of BetaShares/Investment Trends ETF Report

14 Mar 2018

A record number of Australian investors are now using ETFs as the fast-growing industry starts to become more mainstream according to the BetaShares/Investment Trends ETF Report released today.

The Report is the leading quantitative research study of Australian ETF users, based on responses of 6,000 investors and 500 financial advisers. The Report contains insights about the size and growth of the ETF industry in the 12 months to September 2017, including insight into the investment behaviour of retail investors, SMSFs and financial planners.

Overall, the investor numbers reached 314,000 in September 2017, up from 265,000 the year before (a 18% year-on-year growth).

For more information on the report, and to request a copy click here.

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.