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BetaShares launches Fundamental Index ETF for US equities

27 Jan 2015

BetaShares today announced the launch of the first US equities ETF traded on the ASX to use the Fundamental Index® methodology.

The BetaShares FTSE RAFI U.S. 1000 ETF will trade under the ASX code “QUS” and aims to provide an investment return that tracks the performance of the FTSE RAFI US 1000 Index (the “Index”) before fees and expenses. The equities included in the Index are weighted based on measures of the economic size of each company rather than market capitalisation, and include the largest 1000 securities by ‘fundamental value’ amongst US-listed stocks.

The launch of this Fund follows the success of BetaShares’ Australian equities Fundamental Index ETF, the BetaShares FTSE RAFI Australia 200 ETF (ASX: QOZ), launched in mid-2013.

The premise of the fundamental indexation strategy used by QUS is to weight stocks using measures that do not depend on the fluctuations of market prices, as opposed to market capitalisation weighted indices which link the price of a security with its importance to the index.

The methodology used by this index means that, upon a rebalance, the index will:
Reduce weightings to equities where the market price has increased beyond its economic size
Increase weightings to equities where the market price has fallen below its economic size

The Index comes with a compelling track record when compared with the traditional cap-weighted benchmark, outperforming the S&P 500 index by an average of over 2% p.a. since 1990

Educational Whitepaper: Strategies for Managing Investment Risk in Retirement

26 Nov 2014

The swelling ranks of Australian retirees face a significantly more challenging investment environment than their predecessors, suggesting new strategies may be needed to increase the prospects of a comfortable retirement, according to a white paper launched today by BetaShares, a leading provider of Australian exchange traded products.

The paper, Strategies for Managing Investment Risk in Retirement, notes the greatest challenge faced by today’s retirees is that the return provided by traditional retirement financial assets – such as cash and bonds – has declined significantly. The paper examines in detail some of the primary sources of the retiree investment challenge and provides an alternative, complementary approach to managing risk, using the recently launched BetaShares Australian Dividend Harvester Fund (managed fund) (ASX: HVST).

Download Strategies for Managing Investment Risk in Retirement here

BetaShares launches S&P 500 Yield Maximiser Fund

22 Sep 2014

BetaShares has today announced the launch of a new ASX-traded fund, aimed at boosting the income potential from a portfolio of US shares.

BetaShares S&P 500 Yield Maximiser Fund (managed fund) trades under the ASX Code “UMAX”.

The Fund’s investment approach is to hold an investment portfolio providing exposure to the S&P 500 Index and, at the same time, to sell some of the upside share price potential of the Index in return for additional income.

The launch of the Fund comes after the success of BetaShares’ yield-focused Australian equities product, the BetaShares Australian Top 20 Equity Yield Maximiser Fund (managed fund) (YMAX), which employs a similar strategy and has attracted more inflows than any other equities exchange traded product on ASX in 2014.

UMAX provides investors with the potential to enhance portfolio yields, as well as offering the additional diversification benefits of exposure to an overseas market and currency. Units in the Fund can be bought and sold on the ASX like any share.

The Fund will be the first Australian-domiciled ETP on the ASX to provide US-specific equity exposure, offering significant administrative benefits for Australian investors, including no need for W-8 BEN forms and no US estate tax implications.

BetaShares Announces Strategic Alliance with Leading US ETF Provider WisdomTree

12 Aug 2014

SYDNEY, 12 August 2014: BetaShares has today announced a strategic alliance with WisdomTree Investments, Inc. (NASDAQ: WETF), a leading exchange-traded product (“ETP”) sponsor and asset manager. Under the terms of the agreement, BetaShares has been granted exclusive rights to market the full range of WisdomTree US listed ETFs in Australia and New Zealand to institutional investors.

In addition, BetaShares and WisdomTree will explore the development of products on the Australian Securities Exchange (“ASX”) with the aim of providing investors in Australia and New Zealand access to some of the innovative investment strategies pioneered by WisdomTree.

WisdomTree is the fifth largest ETF provider in the US, with funds under management of approximately US$35B and over 65 ETFs listed in the US covering a broad range of asset classes and exposures. WisdomTree is a leader in active ETFs and fundamentally weighted ETFs through products including the US-listed Emerging Markets Local Debt Fund, Japan Hedged Equity Fund and the Global Equity Income Fund.

BetaShares Tax Guide 2014

16 Jul 2014

The 2014 BetaShares Tax guide has been released. The Tax Guide has been prepared for an Australian resident individual investor in a BetaShares Fund. It contains general information to assist you in completing your 2014 Tax Return.

Download tax guide here

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