Betashares Australian ETF Review: April 2024 (2024)
Bendigo Superannuation Pty Ltd (ABN 23 644 620 128 AFSL 534006) (Bendigo Super) is the trustee of the Bendigo Superannuation Plan (ABN 57 526 653 420) which includes the Bendigo SmartStart Super and Bendigo SmartStart Pension (Super Products).
Before making an investment decision in relation to the Super Products, read the relevant Product Disclosure Statement, available from this website (www.betashares.com.au/super) or by calling 1800 033 046, and consider whether the product is right for you. You can find the Bendigo SmartStart Super Target Market Determination here and the Bendigo SmartStart Pension Target Market Determination here.
Betashares Capital Limited (ABN 78 139 566 868 AFSL 341181) (Betashares) is the responsible entity and issuer of the Betashares Funds, as well as Betashares Invest, the IDPS-like scheme available through Betashares Direct.
Before making an investment decision, read the relevant Product Disclosure Statement, available from this website (www.betashares.com.au) or by calling 1300 487 577, and consider whether the product is right for you. You may also wish to consider the relevant Target Market Determination, which sets out the class of consumers that comprise the target market for the Betashares Fund and is available at www.betashares.com.au/target-market-determinations. The Product Disclosure Statement and Target Market Determination for Betashares Invest are available at https://www.betashares.com.au/direct, or by emailing Customer Support at[emailprotected]. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision.
Investments in the Super Products and Betashares Funds are subject to investment risk and the value of units may go up and down. The performance of any Betashares Fund is not guaranteed by Betashares or any other person. Past performance is not indicative of future performance.
This information is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice.
The Betashares Geared US Equity Fund Currency Hedged (Hedge Fund) (GGUS) has been the best performing ETF in Australia over the last 12 months. As a geared ETF for US equities, it can offer outsized gains when the US stock market is performing strongly, as it has been in 2024.
Vanguard Australian Shares ETF (VAS) is one of the most popular ETFs among Australian investors, with some $15.32 billion of funds under management. We like the fact that the ETF is cheap, with a management fee of just . 07%, and the healthy 7.24% return on five years.
Betashares is owned and managed by its Australian based management team and has a strategic shareholding from TA Associates, a US Private Equity firm. Up until March 8th, 2021, Betashares was partly owned by Mirae Asset Financial Group.
Investors seeking maximum returns in Australia should consider investing in Australian shares for long-term gains, as they offer high potential returns. Government and corporate bonds also present a safe option for low-risk, fixed-rate returns.
Key takeaways: The Vanguard Australian Government Bond Index ETF edges out the BetaShares Australian Government Bond ETF for size. Other than a one-year timeline, Vanguard's product has also outperformed head-to-head, but that is in part because the BetaShares fund has existed less than five years.
Betashares ETFs are regulated unit trusts whose units trade on the ASX much like shares. They have the same legal structure as traditional managed funds and are subject to the highest form of investor protection regulation available in Australia.
All Betashares' dividend ETFs remit distributions either monthly or quarterly, which can benefit investors who are seeking income payments more frequently than most ASX companies, which typically pay dividends only twice a year.
Introduction: My name is Nicola Considine CPA, I am a determined, witty, powerful, brainy, open, smiling, proud person who loves writing and wants to share my knowledge and understanding with you.
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