Betashares

Superannuation fees can add up to a huge long-term expenditure, costing Australians with modest super balances thousands of dollars a year. But costs may start to fall, with some funds and new players working to disrupt the structure.

BlackRock sent a shiver through the domestic ETF market, which has tripled in the last four years to around $25 billion, slashing prices for two if its core products.

Exchange-traded funds continued to attract inflows from investors in 2022, albeit at a slower pace thanks to rising interest rates and market volatility. Resources and mining-focused funds were clear standouts in a challenging year.

The pendulum may have swung back towards active management this year, but the domestic ETF market is flush with options and continues to steal FUM.

Higher rates are leading to property prices rolling over and investors rushing for the exits. As ever, though, in times of pressure loan serviceability remains key.

In a world of new asset classes, automation and sustainable earnings, there’s no better way to diversify than through exchange traded funds. ETFs come in different shapes and sizes including, shares or bonds, domestic or international, small cap or large cap, hedged or unhedged. ETFs are growing in popularity. According to BetaShares, the ETF market…

Thematically focussed funds have been the big winners in fund flows in the past three years, but most themes have turned out to be fads, new research shows. According to Morningstar’s latest ‘Global Thematic Funds Landscape Report’, link here, over the three years through March 2021, collective assets under management in the 1,349 thematic funds…

Evergreen Consultants has teamed with Generation Life for the launch of an ESG-orientated multi-manager investment bond, believed to be an industry first. The bond follows a model portfolio developed by Evergreen, called the Responsible Growth Model. The research and ratings firm says the model was created to provide advisers and investors with a long-term portfolio…

BetaShares has taken on a new cornerstone investor, TA Associates, as it enters its second decade in business, with founding partner Mirae Asset Management cashing in its chips. TA is arguably the largest growth-orientated global private equity firm with a specialty in financial services. TA, which has backed managers such as PIMCO and Invesco early…

It seems as if Japan does not get a lot of respect from external investors, for good reasons. The Nikkei index appears to disprove the theory that the sharemarket delivers superior long-term investment returns, being at the same level now that it was back in 1991. Almost 31 years on from its record high, the…