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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.

 

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