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Whitepapers: BetaShares

1-29 out of 29 results.

Why SMSFs are making changes to asset allocation splits

While the traditional 70/30 asset allocation split may have served retirees, and those still working, well for some time, today’s environment may require a change in strategy. Here are some tips on tapping into growth and reviewing core exposures.

Millennial investment trends confirm ETF move

Research by BetaShares shows the groundswell of millennial investors is here to stay, with those under the age of 40 accounting for around two thirds of new ETF investors in 2020.

Australian ETF Review – December 2020 and year-end

2020 was a standout year globally for ETFs, with the pandemic causing investors to turn to the liquidity and accessibility of ETFs in their droves in incredible volatile conditions.

BetaShares’ Top 3 global tactical trades using ETFS

Chief Economist, David Bassanese, outlines what he considers to be three alternative global investment opportunities and how to access some of the 98% of investment opportunities that are outside of Australia.

BetaShares Australian ETF Review – August 2020

The Australian ETF industry has extended its strong growth run, exceeding the $70 billion milestone for the first time. This latest review examines the relative growth of ETFs versus the long-established LIC industry.

BetaShares Australian ETF Review – July 2020

The Australian ETF industry snaps back to all-time highs as the top two issuers, BetaShares and Vanguard, extend their lead. Also notable was seeing two ethical ETFs in the top 10 products for flows this month.

BetaShares Australian ETF Review – Mid-Year 2020

In the six months to June 2020, the Australian ETF industry emerged from one of the most volatile periods in sharemarket history, with record inflows and huge increases in trading values.

Australian ETF Review April 2020

Investors committed more than $1bn in new money to ETFs in April, as the sharemarket rebounded after dramatic falls in March, spread across a range of asset classes and exposures, reflecting a diversity of investor views and investment strategies.

Bear funds: Some questions answered

'Bear funds' are one of the few ways investors can profit from market falls, but it is important to know how they work and the risks involved, including how they relate to movements in the underlying market.

Global ETF Review Full Year 2019

Echoing the trends observed in the Australian ETF industry, 2019 was another record-breaking year for the global ETF industry, highlighting investors’ continued preference for passive investment vehicles.

Australian ETF review: year-end 2019 and December 2019

The Australian ETF industry finishes a big year at an all-time high of $61.8 billion in funds under management at the end of December.

Australian ETF Review: June 2019 half-year

The first six months of 2019 saw records broken in the ETF industry, which broke the $50 billion milestone while new product development continued. For the first time ever, fixed interest had the highest inflows.

BetaShares Australian ETF Review – May 2019

The Australian ETF industry hit a new record of $48.7 billion in funds in May, and has now piled on over $10 billion in the last 12 months. Aussie shares and bonds were popular, with both categories receiving ~$250 million. Find out what the best-performing funds were and which products are attracting the highest inflows.

Global ETF Review Quarter 1, 2019

The first quarter of 2019 saw investors continue to preference investing via the ETF structure compared to traditional mutual funds, which continued to sustain net outflows.

Australian ETF Review – October 2018

  • 15 November 2018

Australia’s ETF industry has recorded its highest ever trading value in October, with $3.9 billion in value traded according to the BetaShares Australian ETF Review – October 2018.

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  • 11 October 2018

Australia’s ETF industry has recorded its highest ever trading value in October, with $3.9 billion in value traded according to the BetaShares Australian ETF Review – October 2018.

Robots and AI: a new global investment trend

  • 11 October 2018

How to gain exposure to the rapidly-growing global Robotics and Artificial Intelligence sectors. With both an ageing population and rising labour costs, technology is stepping in with an emerging and fast-growing trend toward the use of robots and artificial intelligence (AI).

Australian ETFs Summary April 2018

  • 23 May 2018

After March’s rare industry dip, Australian ETFs returned to growth, aided by strong performance in both global and Australian sharemarkets.

Opportunities with ‘bear’ and ‘hybrid’ ETFs

  • 1 March 2018

If you think markets are prone to falls or feel the need to hedge your portfolio, you don’t necessarily have to sell your holdings to defend against a market downturn. ‘Bear’ funds which trade on the ASX offer a way to hedge portfolios.

Global sector ETF review and a guide on ETF trading

  • 9 November 2017

It’s been over 12 months since BetaShares launched a range of ETFs providing Australian investors with exposure to portfolios of sector specific global companies in a single ASX trade.

Australian ETF industry summary – Sept 2017

  • 13 October 2017

The Australian ETF industry grew by over $1 billion this month, with the industry rising to a fresh record high Total industry funds under management at the month end was $32.0 billion, a growth rate of 3.5% or $1076 million for the month.

Australian ETF review – half year 2017

  • 12 July 2017

Australian ETFs almost touch $30 billion. It has been a strong half for the Australian ETF industry for the first six months of 2017.

Australian ETF Review April 2017

  • 23 May 2017

The Australian ETF industry recorded another strong month, taking the industry to a record high of $28 billion, up 3.3% for the month.

The how and why of investing in agriculture

  • 28 November 2016

Although Australia is a major agricultural exporter, the typical Australian investor’s portfolio tends to have relatively low exposure to agriculture or ‘soft commodities’.

How to trade Exchanged Traded Products

  • 20 October 2016

One of the most common requests received by BetaShares is for practical examples of how to use exchange traded funds in portfolios. Matthew Felsman, Private Wealth Adviser at APP Securities, discusses some ways that he has seen clients using exchange traded products.

Exchange traded managed funds: What you need to know

  • 11 August 2016

An active exchange traded managed fund (ETMF) is a managed fund that is traded on a stock exchange such as the ASX. They are built like managed funds, but trade like shares, meaning that pricing is transparent and they can be bought and sold during any trading day just like ordinary shares.

Managed risk series: navigating challenging markets

  • 27 July 2016

This latest white paper from Betashares argues the case for Managed Risk Investments. It finds that with interest rates at record lows, traditional asset allocation approaches of diversifying into lower risk investments to manage risk may no longer be appropriate for income-oriented investors in or approaching drawdown mode.

Tactical asset allocation

While many investors focus their attention on selecting individual stocks, at least 80% of a portfolio’s return comes from asset allocation between different asset classes.

Strategies for Managing Investment Risk in Retirement

  • 1 June 2015

The swelling ranks of Australian retirees face a significantly more challenging investment environment than their predecessors, suggesting new strategies may be needed to increase the prospects of a comfortable retirement.

Most viewed in recent weeks

10 reasons wealthy homeowners shouldn't receive welfare

The RBA Governor says rising house prices are due to "the design of our taxation and social security systems". The OECD says "the prolonged boom in house prices has inflated the wealth of many pensioners without impacting their pension eligibility." What's your view?

House prices surge but falls are common and coming

We tend to forget that house prices often fall. Direct lending controls are more effective than rate rises because macroprudential limits affect the volume of money for housing leaving business rates untouched.

Survey responses on pension eligibility for wealthy homeowners

The survey drew a fantastic 2,000 responses with over 1,000 comments and polar opposite views on what is good policy. Do most people believe the home should be in the age pension asset test, and what do they say?

100 Aussies: five charts on who earns, pays and owns

Any policy decision needs to recognise who is affected by a change. It pays to check the data on who pays taxes, who owns assets and who earns the income to ensure an equitable and efficient outcome.

Three good comments from the pension asset test article

With articles on the pensions assets test read about 40,000 times, 3,500 survey responses and thousands of comments, there was a lot of great reader participation. A few comments added extra insights.

Coles no longer happy with the status quo

It used to be Down, Down for prices but the new status quo is Down Down for emissions. Until now, the realm of ESG has been mainly fund managers as 'responsible investors', but companies are now pushing credentials.

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