BetaShares’ ETF model portfolios available on platforms
BetaShares has announced that its exchange traded fund model (ETF) portfolios, Dynamic Asset Allocation, are now accessible to financial advisers via separately managed accounts (SMAs).
The SMAs would be now investible on major platforms including Macquarie Wrap, Hub24 and Praemium, the company said.
The models would offer five different risk profiles based on the APRA Standard Risk Measure, enabling advisers to match portfolios to clients’ financial objectives and risk profiles.
Additionally, the models would use an open-architecture “best-of-breed” approach to select the underlying ETFs used by the models, with funds from BetaShares as well as other ETF managers making up the portfolios.
“Advisers in today’s market face a mounting compliance and administration burden. A number of Australian advisers have found that partnering with BetaShares in delivering an ETF Model Portfolio solution creates a significant amount of cost and time saving for the practice, while providing clients a compelling investment proposition with a robust risk management framework,” Alex Vynokur, BetaShares’ managing director, said.
“BetaShares’ ETF Model Portfolios deliver managed model portfolio solutions with high levels of investment rigour, which are cost-effective, transparent, and simple to explain. Advisers also benefit from BetaShares’ regular investment reports and other support tools.”
AUTHOR
Oksana Patron
Recommended for you
Selfwealth has provided an update on the status of its scheme implementation deed with Bell Financial Group as well as whether rival bidder Svava remains in the picture.
Magellan Financial Group has reported its first half FY25 results while appointing a new chief financial officer and promoting Sophia Rahmani to chief executive.
Schroders Australia has launched two active ETFs and plans to further expand its listed range over the year ahead.
Platform Netwealth has reported its financial results for the first half of FY25, reporting an 80 per cent increase in net flows, with its CEO viewing a “huge opportunity” from private assets.
