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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

BetaShares launches BEAR Fund on ASX

10 Jul 2012

First Australian fund designed to go up when the market goes down.

BetaShares has broadened the scope of exposures available to Australian investors today by launching the first managed fund which allows investors to profit from, or hedge against, a decline in the value of the Australian equities market.

BetaShares Australian Equities Bear Hedge Fund will trade under the ASX Code “BEAR” and is designed to generate returns that are negatively correlated to the S&P/ASX 200, the main benchmark for Australian equities.

For more information see BetaShares Press Release

High Interest Cash and Gold Bullion ETFs rated ‘Recommended’ by Zenith

19 Jun 2012

BetaShares Australian High Interest Cash ETF (ASX: AAA) and BetaShares Gold Bullion ETF – Currency Hedged (ASX: QAU) have been rated ‘Recommended’ by Zenith.

The Recommended rating is an assessment of the effectiveness of the ETF as a way to access the relevant exposure and a high confidence in meeting investment objectives.

In its research notes, Zenith noted the BetaShares team is well credentialed and noticeably larger in terms of its domestic base than the majority of ETF providers currently operating in Australia. The rating also highlighted the senior management resources on the distribution side of the business as a positive.

Zenith also commended BetaShares for its product suite which it said focuses on delivering innovative products which cater for unserviced investment strategies.

The Zenith ratings follows the favourable ratings from Lonsec which awarded four recommended and three investment grade ratings earlier this month across currency, commodity and equity sector asset classes. Other BetaShares ETFs are currently being rated by Zenith.

Four BetaShares fund rated ‘Recommended’ by Lonsec

05 Jun 2012

BetaShares has been awarded four ‘Recommended’ and three ‘Investment Grade’ ratings for its exchange traded funds (ETFs) reviewed by Lonsec across currency, commodity and equity sector asset classes.

All seven ETFs rated were described as a relatively efficient and transparent way to gain the relevant exposures. In order to develop a rating, Lonsec reviews the manager’s investment process, people and resources, liquidity, fees, performance and the risks associated with the fund.

Recommended ratings were awarded to BetaShares Gold Bullion ETF, S&P/ASX 200 Financials Sector ETF, S&P/ASX 200 Resources Sector ETF and U.S. Dollar ETF.

Investment Grade ratings were awarded to BetaShares Agriculture ETF, Commodities Basket ETF and Crude Oil Index ETF.

For more information see BetaShares press release.

Change of trading hours for OOO, QAG, QCB

30 Mar 2012

Due to the end of daylight saving time on Australia’s East Coast, BetaShares wishes to inform that the trading hours for OOO (BetaShares Crude Oil Index ETF), QAG (BetaShares Agriculture ETF) and QCB (BetaShares Commodity Basket ETF) have now moved to 10:00-16:00 (from 11:00-16:00 previously).

This change will be effective from Monday, 2 April 2012.

BetaShares launches first cash ETF on the ASX

12 Mar 2012

BetaShares has today announced the quotation of the first high interest cash ETF on the Australian Securities Exchange. Employing a very simple and secure structure, the ETF holds Australian dollars in bank deposit accounts with one or more major banks in Australia. The launch of the product represents the first in a range of cash and fixed income ETFs expected to be launched on the ASX in the coming weeks.