Register For Our Mailing List

Register to receive our free weekly newsletter including editorials.

BetaShares

QPON Floating Rate Bond ETF and EX20 Portfolio Diversifier ETF receive ‘Recommended’ ratings from Zenith.

Media Release

BetaShares, a leading Australian manager of exchange-traded products, today announced positive ratings updates to two of its funds:

QPON holds a portfolio of the largest and most liquid senior floating rate bonds issued by Australian banks. The Fund currently has over $700 million under management.

Announcing QPON’s upgraded rating, Zenith said it “believes QPON represents a cost-effective exposure to floating rate notes, and reflective of a maturing track record in addition to added fixed income resourcing, our conviction in the Fund has increased.”

EX20 offers investors exposure to a diversified portfolio of Australian shares, excluding the largest 20 stocks on the ASX. Zenith said the fund “represents a differentiated offering, providing investors with broad market Australian equity exposure with enhanced diversification characteristics”.

Zenith also noted EX20’s relatively low turnover levels, and the associated potential benefits for tax-sensitive investors.

Alex Vynokur, Chief Executive Officer of BetaShares, said: “We are excited receive this positive recognition from Zenith on two of our popular funds”

“Since its launch in June 2017, QPON has received strong support from a wide variety of client segments and, in particular financial advisers who are increasingly seeking defensive products and attracted to its regular income, high level of capital stability and diversification qualities.”

“EX20 has also been well received, offering a unique proposition in the Australian market. It’s well known many Australian investors are heavily exposed to the top 20 including the major banks and mining companies. EX20 offers a simple way to instantly diversify these top-heavy portfolios in a cost-effective and transparent way,” Mr Vynokur concluded.

QPON and EX20 join the 17 other BetaShares products which are currently rated by Zenith.

 

banner

Most viewed in recent weeks

Australian house prices close in on world record

Sydney is set to become the world’s most expensive city for housing over the next 12 months, a new report shows. Our other major cities aren’t far behind unless there are major changes to improve housing affordability.

The case for the $3 million super tax

The Government's proposed tax has copped a lot of flack though I think it's a reasonable approach to improve the long-term sustainability of superannuation and the retirement income system. Here’s why.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

The super tax and the defined benefits scandal

Australia's superannuation inequities date back to poor decisions made by Parliament two decades ago. If super for the wealthy needs resetting, so too does the defined benefits schemes for our public servants.

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Getting rich vs staying rich

Strategies to get rich versus stay rich are markedly different. Here is a look at the five main ways to get rich, including through work, business, investing and luck, as well as those that preserve wealth.

Latest Updates

SMSF strategies

Meg on SMSFs: Withdrawing assets ahead of the $3m super tax

The super tax has caused an almighty scuffle, but for SMSFs impacted by the proposed tax, a big question remains: what should they do now? Here are ideas for those wanting to withdraw money from their SMSF.

Superannuation

The huge cost of super tax concessions

The current net annual cost of superannuation tax subsidies is around $40 billion, growing to more than $110 billion by 2060. These subsidies have always been bad policy, representing a waste of taxpayers' money.

Planning

How to avoid inheritance fights

Inspired by the papal conclave, this explores how families can avoid post-death drama through honest conversations, better planning, and trial runs - so there are no surprises when it really matters.

Superannuation

Super contribution splitting

Super contribution splitting allows couples to divide before-tax contributions to super between spouses, maximizing savings. It’s not for everyone, but in the right circumstances, it can be a smart strategy worth exploring.

Economy

Trump vs Powell: Who will blink first?

The US economy faces an unprecedented clash in leadership styles, but the President and Fed Chair could both take a lesson from the other. Not least because the fiscal and monetary authorities need to work together.

Gold

Credit cuts, rising risks, and the case for gold

Shares trade at steep valuations despite higher risks of a recession. Amid doubts that a 60/40 portfolio can still provide enough protection through times of market stress, gold's record shines bright.

Investment strategies

Buffett acolyte warns passive investors of mediocre future returns

While Chris Bloomstan doesn't have the track record of his hero, it's impressive nonetheless. And he's recently warned that today has uncanny resemblances to the 1990s tech bubble and US returns are likely to be disappointing.

Sponsors

Alliances

© 2025 Morningstar, Inc. All rights reserved.

Disclaimer
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. To the extent any content is general advice, it has been prepared for clients of Morningstar Australasia Pty Ltd (ABN: 95 090 665 544, AFSL: 240892), without reference to your financial objectives, situation or needs. For more information refer to our Financial Services Guide. 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.
This website contains information and opinions provided by third parties. Inclusion of this information does not necessarily represent Morningstar’s positions, strategies or opinions and should not be considered an endorsement by Morningstar.