BetaShares managed risk funds FUM exceeds $200m



The strong demand for BetaShares "managed risk series' of exchange traded funds (ETFs), pushed its funds under management (FUM) to over $200 million, according to the fund manager.
BetaShares said the series of three managed risk funds was developed as investors and advisers wanted exposure to capital and income returns, while they were concerned about the risk of losses during "significant market declines".
The funds included BetaShares Australian dividend harvester fund (managed fund), BetaShares managed risk Australian shares fund (managed fund), and BetaShares managed risk global share fund (managed fund).
The BetaShares Australian dividend harvester fund (managed fund), the longest running managed risk fund at BetaShares, delivered a distribution yield (paid monthly) of 12 per cent, which compared to the yield of five per cent from the S&P/ASX 50.
The success of the series of funds aligned with the high profile growth of the ETF industry, which hit an all-time FUM record of $21.9 billion in April, according to BetaShares.
Recommended for you
The merger with L1 Capital will “inject new life” into Platinum, Morningstar believes, but is unlikely to boost Platinum’s declining funds under management.
More than half of the top 20 most popular shares bought by advised investors during the first half of 2025 were ETFs, according to AUSIEX data.
At least two-thirds of ETF flows are understood to be driven by intermediaries, according to Global X, as net flows into Australian ETFs spike 97 per cent in the first half of 2025.
Inflows for the first half of 2025 for GQG Partners stand at US$8 billion, but the firm has flagged fund underperformance could be a headwind for future flows.