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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:

Jun 2020 and Half-year Review | May 2020 | Apr 2020 | Mar 2020 | Feb 2020 | Jan 2020

Earlier reviews can be viewed here.

 


Vanguard


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

Mar 2020Dec 2019 | Sep 2019 | Jun 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:

May 2020 | Apr 2020 | Mar 2020 | Feb 2020 | Jan 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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Shares

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Compared with most years in the last decade, FY20 performed poorly due to the virus, and now dividends are falling. There are three things to watch this year as support policies are wound back.

Shares

Which companies will do well in the turmoil of 2020?

While the shutting of Australia’s borders to international travellers and quarantine measures is damaging to certain sectors of the economy, it is not uniformly negative for all companies.

Investment strategies

Six types of big data are unlocking real insights

Data science is increasingly embedded into the research process of investment teams with the resources to exploit new technologies. The way the data is integrated and interpreted is crucial.

Investing

Will value stocks benefit from the market's inflection point?

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Fixed interest

Less than 1% for 100 years: watch the price risk on long bonds

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Economy

Five industries profoundly changed by COVID-19

Even when the virus is finally contained, the business landscape will look very different. A critical issue is the ability of consumers to find product substitutes. Many people like what they find.

Exchange traded products

Wirecard shows not all ethical ETFs pass the smell test

The strictness of screening processes can vary between ethical ETFs, and many rely on indices without additional oversight. This can result in stock inclusions that may not pass the ethical ‘smell test’.

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The data, research and opinions provided here are for information purposes; are not an offer to buy or sell a security; and are not warranted to be correct, complete or accurate. Morningstar, its affiliates, and third party content providers are not responsible for any investment decisions, damages or losses resulting from, or related to, the data and analyses or their use.
Any general advice or class service prepared by Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892) and/or Morningstar Research Ltd, subsidiaries of Morningstar, Inc, has been prepared by without reference to your objectives, financial situation or needs. Refer to our Financial Services Guide (FSG) for more information. You should consider the advice in light of these matters and if applicable, the relevant Product Disclosure Statement before making any decision to invest. Past performance does not necessarily indicate a financial product’s future performance. To obtain advice tailored to your situation, contact a professional financial adviser. Articles are current as at date of publication.
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