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Betashares Managed Risk Australian Share Fund

Fund Manager: BetaShares
Inception Date: Nov 10, 2015

Political unrest between the US, Russia and North Korea means now is the time to consider the universe of safe-haven assets available should tensions escalate. It may also be an opportune moment to form investment views about how you may wish to tweak your portfolio in the event of all-out war. While traditional lower-risk assets such as gold generally do well in troubled times, there are other smart ways to profit when geopolitical tensions rise to the surface. [More]

There’s been a clear trend this year of new ETF listings employing Smart Beta strategies, in an effort to differentiate themselves and overcome the limitations of traditional market cap weighted indexes. Blackrock's iShares has just launched 4 new ETFs as part of their ‘Edge’ series (their Smart Beta funds, designed to form the ‘edges’ of your portfolio as opposed to their traditional ‘Core’ offerings). The new ETFs on offer include an Australian and ... [More]

BetaShares managed risk funds FUM exceeds $200m

Money Management - May 26, 2016

The strong demand for BetaShares "managed risk series' of exchange traded funds (ETFs), pushed its funds under management (FUM) to over $200 million, according to the fund manager.  BetaShares said the series of three managed risk funds was developed as investors and advisers wanted exposure to capital and income returns, while they were concerned about the risk of losses during "significant market declines".   The funds included BetaShares Australian dividend harvester fund (managed fund), BetaShares managed risk Australian shares fund (managed fund), and BetaShares managed risk global share fund (managed fund).   The BetaShares Australian dividend harvester fund (managed fund), the longest running managed risk fund at BetaShares, delivered a distribution yield (paid monthly) of 12 per cent, which compared to the yield of five per cent from the S&P/ASX 50.  [More]

Lonsec recommends BetaShares fund

Money Management - Feb 01, 2016

Ratings agency, Lonsec, has ‘recommended' exchange traded fund (ETF) provider, BetaShares' Managed Risk Australian Share Fund (AUST). In its review, Lonsec noted the fund provided investors with an efficient way of accessing the domestic equities market, in a risk-controlled manner. BetaShares managing director, Alex Vynokur, said the rating reflected the fund's ability to provide investors with a cost-effective exposure to a diversified portfolio of Australian shares, while adopting a strategy designed to reduce volatility and defend against losses in declining markets. [More]

In our last post we looked at some of the Listed Investment Companies (LICs) that investors could use to smooth out periods of volatility like global share markets have experienced in the first few weeks of 2016. Today we’re going to look at 7 strategies that may help get through periods of volatility and some of the Exchange Traded Funds (ETFs) that utilise these strategies. 1. Equal Weight ETFs We touched on Equal Weight ETFs in our post Getting Smart about Beta. These are funds wh ... [More]

Getting smart about beta

ETF Watch - Dec 10, 2015

Most market indexes are based purely on weightings by market capitalisation.  This means larger funds by market cap make up a higher weighting of the index. Most ETFs follow these market cap indexes.  A search of the ETF Watch fund database shows by Management type: “Index Tracking” shows 90 of 128 ETFs on the ASX follow this approach. There are some potential shortcomings of market weighted indexes, including: The investor is buying more of overvalued companies and l ... [More]

BetaShares launches new ETF

IFA - Nov 12, 2015

BetaShares has announced the launch of a new ETF which provides investors with access to a range of Australian shares using a "managed risk" strategy. In a statement, BetaShares said the Managed Risk Australian Share Fund has been "specifically designed" to meet the needs of SMSFs, pre-retirees and retiree investors who are seeking equity exposure but may also be concerned about uncertain financial markets. [More]

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