Australian (16)
International (25)
Global
Regional / Country
Sector
Currency Hedged
Cash & Fixed Income (7)
Diversified (4)
Hybrids (1)
Equity Income (6)
Technology (6)
Ethical (4)
Geared (6)
Short (3)
Property (2)
Commodity (4)
Currency (5)
Managed Risk (3)
Active (8)Smart income solutions
Simple to access, cost-effective investments, whatever your income objectives.
Opportunities to enhance income with BetaShares
Yields from cash and term deposits remain at historic lows, presenting a significant challenge to Australian investors seeking income.
The good news is there are still investment options that allow you to generate income from your portfolio. BetaShares’ range of ASX-traded income solutions provides opportunities to enhance income streams across asset classes and strategies – including cash, bonds, hybrids and shares.
BetaShares income solutions are a simple and cost-effective way to position your portfolio for your income goals.
Diversify your income streams across asset classes
Access income opportunities from cash, bonds, hybrids, Australian shares, and international shares.
Cash
Monthly income combined with a high level of capital security.
Fixed Income
Monthly distributions from diversified portfolios of Australian bonds.
Hybrids
Exposure to a diversified portfolio of hybrid securities, providing tax-efficient income.
Australian Shares
Regular, equity-income distributions from portfolios of Australian companies.
International Shares
Access portfolios of international shares, paying regular distributions.
Generate income from International Shares
Look beyond Australia’s borders for income opportunities, with our range of international share funds providing quarterly income.
All our international funds are Australian-domiciled, which means there is no additional paperwork or administration when you invest – no US W8-BEN forms to fill out, and no risk of US estate tax implications.
BetaShares Global
Income Leaders ETF
ASX Code: INCM
Exposure to a portfolio of 100 global companies across developed markets (ex-Australia), providing quarterly income.
BetaShares S&P 500 Yield Maximiser
Fund (managed fund)
ASX Code: UMAX
Exposure to a high-yield portfolio of large-cap U.S. shares providing quarterly income.
Generate income from Australian shares
Explore our wide range of Australian share funds, focused on delivering regular and attractive income.
BetaShares Australian Dividend Harvester Fund (managed fund)
ASX Code: HVST
Exposure to a portfolio of large-cap Australian shares along with regular franked distributions, paid monthly.
BetaShares Australian Top 20 Yield Maximiser Fund (managed fund)
ASX Code: YMAX
Exposure to a high-yield portfolio of 20 blue-chip Australian shares providing quarterly income.
BetaShares Legg Mason Equity Income Fund (managed fund)
ASX Code: EINC
Exposure to high-quality Australian companies providing quarterly income.
Generate income from Hybrids
Due to their attractive income levels, franking credits and higher levels of capital stability compared to shares, hybrid securities have been popular with Australian investors.
While hybrids offer a number of benefits, many investors may not appreciate that they come with risks and complexity. The diversified exposure offered by BetaShares’ professionally and actively-managed HBRD fund aims to reduce the risk of directly holding individual hybrids.
BetaShares Active Australian Hybrids Fund (managed fund)
ASX Code: HBRD
Exposure to a diversified portfolio of hybrid securities providing tax-efficient monthly income.
Generate income from fixed income funds
Fixed income has long been acknowledged as a core building block of a balanced portfolio, providing defensive characteristics and diversification benefits to investors. With generally lower risk than shares, fixed income is a natural complement to a share portfolio.
BetaShares’ comprehensive fixed income fund suite provides exposure to Australian government bonds, Australian investment grade corporate bonds, Australian bank senior floating rate bonds, or actively managed Australian fixed income securities.
BetaShares Australian Investment Grade Corporate Bond ETF
ASX Code: CRED
Management cost: 0.25% p.a.
Running yield*: 3.3% p.a.
Yield to maturity*: 2.27% p.a.
Average maturity*: 7.51% yrs
Average credit rating: A-
Distributions: Monthly
Exposure: Australian corporate bonds
CRED provides exposure to a portfolio of fixed-rate, investment grade Australian corporate bonds.
• Regular, attractive income is paid monthly, at a rate expected to be higher than term deposits and government bonds.
• Provides potential defensive benefits, as Australian corporate bonds historically have tended to rise when Australian shares have fallen.
CRED may suit investors seeking regular income and higher capital stability compared to shares, or who want to complement a holding of government bonds or hybrids.
BetaShares Australian Bank Senior Floating Rate Bond ETF
ASX Code: QPON
Management cost: 0.22% p.a.
Running yield*: 0.99% p.a.
Yield to maturity*: 0.55% p.a.
Average maturity*: 3.61% yrs
Average credit rating: AA-
Distributions: Monthly
Exposure: Senior floating rate bonds
QPON provides exposure to a portfolio of senior floating rate bonds issued by major Australian banks.
• Income paid monthly and expected to exceed income paid on cash and short-dated term deposits. Income expected to rise should interest rates rise, and vice versa.
• Provides potential defensive benefits, as floating rate bonds historically have exhibited low correlation to equities as well as defensive characteristics during market declines.
QPON may suit investors looking for regular income and higher capital stability compared to shares, and who want to benefit from increased income if interest rates rise.
BetaShares Legg Mason Australian Bond Fund (managed fund)
ASX Code: BNDS
Management Cost: 0.42% p.a.
Running yield*: 2.87% p.a.
Yield to maturity*: 1.08% p.a.
Average maturity: 6.56% yrs
Average credit rating: AA
Distributions: Monthly
Exposure: Diversified portfolio of fixed income securities
BNDS holds an actively managed, broadly diversified portfolio of Australian government, semi-government and corporate bonds, and other eligible fixed income securities.
• BNDS’ professional, active management has the potential to add value through interest rate management and sector and security selection.
• Income is paid monthly at a rate expected to exceed interest on cash and term deposits.
BNDS may suit investors seeking attractive income, diversification and relatively high levels of capital stability.
*As at 28 September 2020. Not indicative of future performance.
BetaShares Australian Government Bond ETF
ASX Code: AGVT
Management cost: 0.22% p.a.
Running yield*: 2.21% p.a.
Yield to maturity*: 0.86% p.a.
Average maturity*: 8.66% yrs
Average credit rating: AAA
Distributions: Monthly
Exposure: Australian government bonds
AGVT aims to provide diversification benefits, defensive qualities and regular monthly income via exposure to a portfolio of predominantly Australian government bonds.
• Government bonds have tended to rise in value in periods of equity market weakness, providing potential diversification benefits .
• Income is paid monthly with relatively higher income potential due to its longer duration focus.
AGVT may suit investors seeking relatively ‘long-duration’ and high levels of capital stability and regular income as an alternative to a holding of corporate bonds.
BetaShares Sustainability Leaders Diversified Bond ETF – Currency Hedged
ASX Code: GBND
Management cost: 0.49% p.a.
Running yield*: 2.33% p.a.
Yield to maturity*: 0.7% p.a.
Average maturity*: 8.02% yrs
Average credit rating: AA
Distributions: Quarterly
Exposure: Australian and international bonds
GBND aims to track the performance of an index (before fees and expenses) that provides exposure to a diversified portfolio of high-quality bonds meeting strict responsible investment standards.
• Responsible investing – obtain exposure to a diverse portfolio of Australian and international bonds in a way that gives effect to environmental, social and ethical considerations.
• Stringent eligibility criteria – bond issuers must pass a strict ESG screening process, while green bonds must be certified by the Climate Bonds Initiative.
GBND may suit investors seeking for ‘ethical’ investment whilst enjoying regular income and portfolio diversification.
BetaShares Global Government Bond 20+ Year ETF – Currency Hedged
ASX Code: GGOV
Management Cost: 0.22% p.a.
Running yield*: 1.92% p.a.
Yield to maturity*: 0.98% p.a.
Average maturity: 27.58% yrs
Average credit rating: AA
Distributions: Quarterly
Exposure: Diversified portfolio of fixed income securities
GGOV holds a portfolio of high-quality, long-dated, income-producing bonds issued by some of the largest developed economies in the world, hedged into AUD.
• GGOV comprises only bonds issued by national governments from the G7 developed-market economies, providing exposure of superior credit quality.
• Income is paid monthly at a rate expected to exceed interest on cash and term deposits.
GGOV may suit investors seeking relatively ‘long-duration’ and high levels of capital stability and regular income as an alternative to a holding of Australian government bonds.
*As at 28 September 2020. Not indicative of future performance.
Generate income from cash
Finding attractive returns on cash deposits has become increasingly difficult, with many investors looking for better ways to invest their cash.
While term deposits have traditionally been a way for investors to benefit from better interest rates than those available from ‘at call’ bank accounts, it usually means locking cash away. Accessing cash from term deposits before the end of the term can be costly.
BetaShares’ Australian High Interest Cash ETF (ASX: AAA) provides investors with the benefits of an investment that is accessible daily via a trade on the ASX, as well as regular income, paid monthly.
BetaShares Australian High Interest Cash ETF
ASX Code: AAA
Exposure to Australian cash providing monthly income.
What is an ETF?
An ETF or Exchange Traded Fund is an investment fund that typically aims to track an asset class or a basket of assets. ETFs are cost-effective, flexible, and simple to use.
- Investing in ETFs
Investing in ETFs is simple, as they trade on the ASX like shares. You can invest in ETFs the way you would normally buy shares, for example through an online brokerage platform, or by speaking to a financial adviser. - Can I use ETFs in a self-managed super fund (SMSF)?
The popularity of ETFs as an investment vehicle can, in part, be attributed to the way SMSFs have embraced ETFs over the past few years. SMSFs are increasingly using ETFs to achieve their financial goals.
Watch now: An introduction to ETFs and how to use them in a portfolio
Play Video 2:12Using ETFs for income
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Do ETFs pay distributions?
ETFs are vehicles for gaining exposure to underlying assets and securities, and provide distributions based on those assets or securities.
- Depending on the ETF, distributions are paid on a monthly, quarterly, half-yearly or annual basis.
- Depending on the investment strategy, the distribution could be made up of dividends, interest, and/or capital gains realised by the ETF.
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ETFs and franking credits
- When Australian resident companies distribute after-tax profits in the form of franked dividends, franking credits are attached to those dividends.
- ETFs that invest in shares are eligible to receive their portion of dividends paid during the distribution period. This includes franking credits, as applicable, in the case of Australian shares ETFs.
- Dividends and franking credits associated with the underlying assets are normally passed on to investors.
- Distributions paid by the ETF will be assessable for tax in the hands of the investor.
Resources
Investing for income?
About BetaShares
BetaShares is a leading Australian manager of ETFs and other Funds traded on the Australian Securities Exchange (ASX). Our aim is to provide intelligent investment solutions, to help investors meet their financial objectives.
Our range of Funds is one of the largest and most diverse available in the market. We offer investors simple, cost-effective access to equities, cash, currencies, commodities and alternative strategies.
Learn more about our team Contact us Read our latest news
IMPORTANT INFORMATION
BetaShares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the responsible entity and issuer of the BetaShares Funds. This information is general only, is not personal financial advice, and is not an offer or recommendation to make any investment or adopt any investment strategy. It does not take into account any person’s financial objectives, situation or needs. Before making an investment decision you should obtain and read a copy of the relevant PDS available from this website (www.betashares.com.au) or by calling 1300 487 577and obtain financial advice in light of your individual circumstances. Investments in BetaShares Funds are subject to investment risk and the value of units may go down as well as up. Past performance is not an indication of future performance. The performance of BetaShares Fund is not guaranteed by BetaShares or any other person. To the extent permitted by law BetaShares accepts no liability for any errors or omissions in, or loss from reliance on, the information herein.
Investors may buy units in BetaShares Funds on the ASX through a stockbroker, financial adviser or online broker. Units in BetaShares Funds trade on the ASX at market prices, not at NAV.
Any BetaShares Fund that seeks to track the performance of a particular financial index is not sponsored, endorsed, issued, sold or promoted by the provider of the index. No index provider makes any representation regarding the advisability of buying, selling or holding units in the BetaShares Funds or investing in securities generally. No index provider is involved in the operation or distribution of the BetaShares Funds and no index provider shall have any liability for the operation or distribution of these Funds or their failure to achieve their investment objectives. An index provider has no obligation to take the needs of the BetaShares Fund or the unitholders of the Fund into consideration in determining, composing or calculating the relevant index. Any intellectual property rights in the index name and associated trademarks, index methodology, index values and constituent lists vest in the relevant index provider and/or its affiliates. BetaShares has obtained a licence from the relevant index provider to use such intellectual property rights in the creation and operation of the BetaShares Funds.