BetaShares’ fund ‘recommended’
Research and ratings house, Lonsec has awarded a ‘recommended’ rating for BetaShares’ Managed Risk Global Share Fund (WRLD).
Lonsec said that WRLD allowed investors exposure to a risk managed portfolio consisting of at least 1,500 of the largest companies listed on the stock exchanges of the world’s major developed economies.
Others strengths of WRLD included exposure to the global equities market in a risk controlled manner, its risk management strategy and the strong track record for the underlying funds used to obtain exposure.
BetaShares’ managing director, Alex Vynokur, said: “In our unpredictable global environment, the benefits of risk management, reduced volatility and limited drawdowns, are clear”.
“We are pleased to see our managed risk strategy recognised by Lonsec for providing a prudent way to access global equities.
“This strategy has particular appeal for SMSFs and baby boomers – groups who are wanting global equity exposure, but need to balance this against the level of risk they are willing to take in their investments.”
AUTHOR
Oksana Patron
Recommended for you
LGT Wealth Management is maintaining a neutral stance on US equities going into 2026 as it is worried whether the hype around AI euphoria will continue.
Tyndall Asset Management is to close down the Tyndall brand and launch a newly-branded affiliate following a “material change” to its client base.
First Sentier has launched its second active ETF, offering advisers an ETF version of its Ex-20 Australian Share strategy.
BlackRock has revealed that its iShares bitcoin ETF suite has now become the firm’s most profitable product line following the launch of its Australian bitcoin ETF last month.
