News Articles Archive | Page 10 of 13 | BetaShares

Latest News

Launch of the BetaShares Blog

27 Nov 2013

As part of our ongoing commitment to ETF education, and the development of the ETF industry, BetaShares today announces the launch of the BetaShares blog

The blog, which is located at www.betasharesblog.com.au, will provide educational content, portfolio construction analysis, ETF industry updates, and market insights from the investment strategists and team at BetaShares.

BetaShares has developed the blog due to requests from clients for “plain English” educational and market-related material as well as practical ETF implementation ideas. The blog is expected to be useful and informative to both individual investors and advisers alike, with regular updates on such topics as:
BetaShares Academy: educational information on ETFs, their structure and key features – the ‘basics of ETFs’
Portfolio Construction: analysis and commentary which aims to help investors build and manage investment portfolios using ETFs
SMSF: specific content to help self-managed super fund trustees and advisers build and retain wealth, including practical suggestions for ETF investing
Markets: Commentary and insight into global share markets, economics and more

Should you wish to receive notifications on new blog posts please follow us on Twitter (@betashares) or subscribe to the blog using the “Subscribe to blog posts” form on the Blog homepage.

BetaShares/ASX webinar on Fundamental Indexing

25 Jul 2013

In this webinar, Rob Arnott, Chairman and CEO of Research Affiliates explains how and why Fundamental Index investing is growing in popularity and how it can produce improved portfolio returns. The webinar also provides an introduction to the BetaShares ETF (ASX code QOZ) that allows investors to access a diversified portfolio of Australian shares, weighted according to the Fundamental Index methodology.

Fundamental Index ETF arrives on the ASX

11 Jul 2013

BetaShares has today announced the launch of the first exchange traded fund on the Australian Securities Exchange (ASX) to use a fundamental index methodology.

The BetaShares FTSE RAFI Australia 200 ETF will trade under the ASX Code “QOZ” and aims to provide an investment return that tracks the performance of the FTSE RAFI Australia 200 Index before fees and expenses. The ETF is designed to provide investors with exposure to the top 200 companies listed on the ASX, weighted in a way that is reflective of their economic footprint rather than their market capitalisation.

This methodology aims to produce superior long term performance compared to traditional market cap weighted indices. It seeks to do this by improving on some of the limitations of market capitalisation based methodologies, while still maintaining the benefits of passive investment (lower turnover costs, broad economic representation and a transparent, rules-based process).

BetaShares Tax Guide 2013

08 Jul 2013

The 2013 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 2013 Tax Return.

Download tax guide here

BetaShares/Investment Trends ETF Report 2013

13 May 2013

SYDNEY, 13 May 2013: The number of investors in exchange traded funds (ETFs) continues to grow strongly, with 79,000 expected by the end of 2013, according to forecasts contained within the BetaShares/ Investment Trends ETF Report released today.

At the end of 2012, there were estimated to be 69,500 ETF investors, an increase of 15% from the prior year. If the midpoint of the forecasts were achieved, that would represent a 13% increase in 2013.

The BetaShares ETF Report is the leading comprehensive research study of Australian ETF users available to the market, surveying 10,425 investors and 822 advisers on their experiences and usage of ETFs.

BetaShares Australian ETF Review – January 2013

18 Feb 2013

The Australian exchange traded fund market is edging towards $7 billion in assets under management in what has been a great start to the year for the industry. The industry hit a new record high of $6.8 billion as at the end of January 2013 according to BetaShares’ Australian ETF Review for January.

January represents the fourth month in a row the industry has achieved record highs with 5.9% market capitalisation growth and new inflows of approximately $110 million for the month. The best exchange traded products by performance for the month were platinum followed by US and global international equities products.

As well as the positive inflow activity, this month also saw exchange traded fund trading values up 12%, reinforcing the increasing levels of market conviction by investors. Another indicator of increasing investor risk appetite was that all exchange traded funds in the top 10 by net inflows were equities based, the first time ever for the BetaShares Australian ETF Review.

With a positive start to the year, the industry is well on track to reach $7 billion in assets under management by the end of February and could well reach $9 billion by the end of 2013 as predicted by BetaShares.

BetaShares launches Equity Yield Maximiser Fund

27 Nov 2012

In a declining interest rate environment, where investors are finding it increasingly difficult to rely upon traditional exposures to cash, bonds or equities to deliver adequate income with reduced levels of volatility, BetaShares has launched a new managed fund on ASX aimed at filling this gap.

BetaShares Australian Top 20 Equity Yield Maximiser Fund (managed fund) trades under the ASX Code “YMAX”.

The Fund aims to provide investors with exposure to a portfolio of blue-chip Australian shares, while seeking to provide an attractive income yield, paid quarterly, that exceeds the dividend yield of the portfolio of underlying shares alone. In addition, the Fund aims to provide lower overall volatility than the underlying share portfolio alone.

The Fund holds a basket of the 20 largest ASX-listed securities (as represented in the S&P/ASX 20 Index) and seeks to generate additional ongoing income by selling some of the upside share price potential of the portfolio.

The Fund offers investors a simple, low cost way to earn higher income returns from a diversified share portfolio. Units in the Fund can be bought and sold on the ASX like any share.

BetaShares Australian ETF Review – August 2012

10 Sep 2012

The Australian ETF industry reached a record high of $5.5bn in assets under management as of the end of the month of August 2012, according to BetaShares’ Australian ETF Review for August.

While yield strategies continued to be popular among investors through high dividend and cash products, the other notable trading trend among investors was significant inflows into international equities and the USD ETF, a likely reflection of increasing positive investor sentiment on overseas equities markets and the US dollar currency.

For more information, see BetaShares press release.

BetaShares Tax Guide 2012

01 Aug 2012

The 2012 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 2012 Tax Return.

Download tax guide here