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Australian ETF reviews

BetaShares


Each month, BetaShares issues a review of Australian Exchange Traded Funds (ETFs). Latest reviews can be accessed by clicking on the links below:

Jan 2020 | Dec 2020 and Year-end Review | Nov 2020 | Oct 2020 | Sep 2020 | Aug 2020

Earlier reviews can be viewed here.

 


Vanguard


Vanguard’s latest ETF Quarterly Reports can be accessed by clicking on the links below:

Sep 2020 | Jun 2020 | Mar 2020Dec 2019

 


Bell Potter


Each month, Bell Potter produces its review of Australian and Global ETFs. Latest reviews can be accessed by clicking on the links below:

Dec 2020 | Oct 2020 | Sep 2020 | Aug 2020 | Jul 2020

 


ETF Article Archive


Firstlinks has a wide range of articles on Exchange Traded Funds and how to use them, collected on this link. UBS has also published this document on The benefits of ETFs and how to use them.

 


BetaShares/Investment Trends ETF Report

The BetaShares/Investment Trends ETF Report is comprehensive research into the usage of ETFs in the Australian market. A copy of the latest survey can be accessed from the Betshares website after providing your email details (BetaShares is a sponsor of Firstlinks). A summary of the latest report can be accessed here.

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Great new ways the Government helps retirees

Last year's retiree checklist of services available was one of our most popular articles. There are some additions for 2021, and while it can take effort to set them up, they can pay off over the long term.

Four simple strategies deliver long-term investing comfort

A long-time advocate of the merits of generating income by investing in industrial companies rather than bonds or deposits checks his 'mothership' chart for the latest results, and continues to feel vindicated.

$100 billion! Five reasons investors are flocking to ETFs

It's not official, but Australian ETFs are clicking over $100 billion right now. It's a remarkable rise, leaving the traditional rivals, the Listed Investment Companies, in their dust. Why are they so popular?

Cut it out ... millionaires are not wealthy

The widespread use of 'millionaire' must stop. Inflation means that the basket of goods and services that cost $1 million in 1960 now requires $15 million. Today, millionaires are not wealthy.

A close look at retiree fears and expectations

Half of Australians retire early due to unexpected circumstances and within timeframes they did not choose, and two-thirds of pre-retirees worry about funding their retirement. But neither are the greatest fear in retirement.

Minister Jane Hume on SMSFs and superannuation reform

Senator Jane Hume presented at the SMSFA conference this week, and we reproduce the full transcript as a guide to what the Government is thinking on superannuation reforms as we head into the next election.

Latest Updates

Investment strategies

Dog-eat-dinner: a tough day in the life of a broker analyst

What do stock analysts do in reporting season, faced with hundreds of company reports? Take a look inside the secret world of broking and the analysts burning the midnight oil for a month, hoping for a special insight.

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What drives Australian versus global equity performance?

We tend to think of the 'stockmarket' as one beast, but it pays to know the drivers of the different parts, especially global versus Australian stocks. The outlook favours global due to better sector exposure.

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Invest in Australian value stocks before it is too late

By now, we know 'growth' stocks have outperformed 'value' for many years and investors look to the future, but there are good reasons why the switch is on, especially as value companies emerge from the pandemic.  

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Gains of a lifetime reward new retail investors

Nobody knows how to pick the bottom of the market, but new investors did well in 2020. They captured most of the returns since the lows, and contrary to popular opinion, they are not punting away on tech stocks. 

Investment strategies

FANMAG: Because FAANGs are so yesterday

FANMAG returns have been strong but not relative to their predecessors. Looking at a broader group of large tech companies, most have lagged the market. Fad-based investing is no substitute for broad diversification.

Overdue overhaul of Australia’s aged care system

To support a better aged care system appropriate to the needs of all Australians, critical changes are needed including a new financing approach. The current system has failed seniors, carers and providers for years. 

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‘Super-defensive equities’ may rescue struggling 60/40 portfolios

The 60/40 portfolio has been the mainstay of 'default' Australian investing, but large allocations to bonds compromise returns when rates are low. Strategies with exposures negatively-correlated to equities are needed.

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