BetaShares AUST & WRLD funds receive Zenith "Recommended” Ratings

We are pleased to announce that Zenith research has upgraded BetaShares Managed Risk Australian Share Fund (managed fund) (ASX: AUST) & BetaShares Managed Risk Global Share Fund (managed fund) (ASX: WRLD) to a "Recommended” rating.

Some notable comments from Zenith on the Funds include:

  • “The fund is …is uniquely positioned in seeking to provide investors with an exposure to global equities whilst also incorporating a dynamic derivative overlay strategy.”
  • The overlay is managed by Milliman Pty Limited that is structured to reduce overall portfolio volatility and minimise capital losses in declining markets.”
  • Zenith's confidence has increased, particularly with respect to the responsiveness of the overlay strategy during stressed equity environments.
Access both these reports by clicking the buttons below.  

Zenith Report: AUST

ASX: AUST aims to provide exposure to a broadly diversified portfolio of Australian shares while reducing the volatility of the equity investment returns and defending against losses in declining markets.

Read the report

Zenith Report: WRLD

ASX: WRLD aims to provide exposure to a broadly diversified portfolio of global shares while reducing the volatility of the equity investment returns and defending against losses in declining markets.
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Read the report

BENEFITS OF AUST & WRLD IN CLIENT PORTFOLIOS 

• A simple, cost-effective way to obtain diversified exposure to the Australian & International share market returns with the potential for reduced downside in declining markets in a single trade on the ASX.

• Potential for reduced volatility and a smoother investor experience despite changing market conditions as the strategy seeks to capture most of the upside in rising markets and defend against losses in sustained down markets.

• Obtain exposure to an income stream from dividends (for AUST and WRLD) and associated franking credits (for AUST).

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BetaShares Institutional & Adviser Services Team 

Vinnie Wadhera
Director - Institutional Business and National Accounts
T: +61 2 9290 6816 
E: vinnie.wadhera@betashares.com.au

Damon Riscalla
National Manager - Adviser Services
T: +61 2 9290 6888
E: damon.riscalla@betashares.com.au

Mai Platts 
Account Manager - Adviser Services
T: +61 2 9290 6803
E: mai.platts@betashares.com.au
Tamas Calderwood
National Manager - Adviser Services
T: +61 2 9290 6820
E: tamas.calderwood@betashares.com.au
Blair Modica
Business Development Manager
T: +61 407 859 051
E: blair.modica@betashares.com.au


Aditi Grover
Business Development - Associate 
T: +61 2 9290 6820
E: aditi.grover@betashares.com.au
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