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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.

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).