Betashares introduces local range of innovative investment solutions

Leading fund manager Betashares has complemented its pioneering ETF range with a new suite of unlisted index-tracking NZ funds, offering investors and their advisers a convenient, tax-efficient way to construct core portfolio allocations to equities and fixed income.

Tuesday, August 1st 2023, 6:00AM

Betashares’ new index-tracking funds are now available

Betashares’ new range of PIE funds are now open for investment on leading platforms including Adminis, Apex Group, Consilium Wrap, and NZXWT, offering your clients cost-effective, index-tracking investment solutions across several major asset classes.

The five funds provide exposure to Australian and international equities, and Australian fixed income, along with ethical funds designed for clients looking to align their investments with their values.

Betashares NZ Funds

Asset class	Fund
Core ethical funds	Betashares Global Sustainability Leaders Fund Exposure to a diversified portfolio of ethically-screened global companies. Betashares Australian Sustainability Leaders Fund Exposure to a diversified portfolio of ethically-screened Australian companies.
Australian equities	Betashares Australia 200 Fund Access to a portfolio comprising the largest 200 companies listed on the ASX.
Global equities	Betashares Global Quality Leaders Fund Access to a portfolio of 150 global companies ranked by highest quality score.
Credit income	Betashares Australian Investment Grade Corporate Bond Fund (NZD Hedged) Exposure to a portfolio of high quality Australian corporate bonds, hedged into NZ dollars.

Who is Betashares?

Betashares is a leading Australasian fund manager serving more than 800,000 clients and managing over NZ$28bn in assets.

The company has a history of innovation and a reputation as a pioneer in the funds management industry. Since its inception in 2009, Betashares has been focused on delivering long term value to investors, via both low-cost market-cap weighted funds, and ‘smart beta’ investment strategies that target outperformance, but at a lower fee level than active managers.

The NZ Fund range enables advisers to offer their clients a convenient, cost-effective way to construct core portfolio allocations across the equities and fixed income asset classes, as well as providing the potential tax benefits of the PIE fund structure.

Vinnie Wadhera, Executive Director, Betashares Institutional and Adviser Business, said: “We’re excited by the opportunity to broaden the range of innovative, cost-effective investment solutions available to Kiwi investors. The new funds are based on some of the most popular investment methodologies in our Australian product range, which collectively hold over NZ$8 billion between them.”

To complement the launch of the new fund range, Betashares is also launching new support services for financial advisers, including portfolio analytics and construction services, Practice Development materials and support, and responsible investing tools and expertise.

Mr Wadhera said: “The Betashares Practice Development initiative has been strongly adopted by Australian-based financial advisers, and we expect it to be equally popular amongst NZ advisers.”

Explore the funds at www.betashares.co.nz or contact Betashares Adviser and Institutional Client Services on 0800 141 469 (NZ toll free).

Issued by Betashares Capital NZ Ltd (NZBN 9429050650392; FSP 1003610) (Betashares). Betashares is the manager of the Betashares Investment Funds Scheme.

This information is not intended to be financial advice, is general in nature and doesn’t take into account any person’s financial objectives, situation or needs. Before making any investment decision, investors and their advisers should consider the appropriateness of this information and read the Product Disclosure Statement and Quarterly Fund Update (when available) at www.betashares.co.nz.
Investing involves 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.

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