Bringing you live news and features since 2006 

Lonsec issues Recommended rating on BetaShares Managed Risk Global Share Fund


Exchange traded products manager BetaShares has been awarded a “Recommended” rating from Lonsec for its Managed Risk Global Share Fund (WLRD).

Launched in February 2016, WRLD provides exposure to a broadly diversified portfolio of global shares while seeking to reduce volatility and cushion downside risk.
Investors in WRLD obtain exposure to a risk managed portfolio generally consisting of at least 1,500 of the largest companies listed on the stock exchanges of the world’s major developed economies.
In its report, Lonsec noted the strengths of WRLD include the efficient way it provides exposure to the global equities market in a risk controlled manner, its risk management strategy, and the strong track record of the underlying funds used to obtain exposure.
Lonsec looks at a fund manager’s investment process, people and resources, and liquidity, fees, performance and the risk associated with the fund as part of its review process. The “Recommended” rating is the second highest investment rating awarded by Lonsec.
BetaShares managing director Alex Vynokur says the rating highlights the benefits WRLD provides to Australian investors seeking to protect their global equities investments in a volatile market.
“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.”
WRLD is part of the BetaShares Managed Risk series, along with the successful BetaShares Australian Dividend Harvester Fund (ASX: HVST) and BetaShares Managed Risk Australian Share Fund (ASX: AUST).
“BetaShares’ Managed Risk series of funds actively monitor market volatility. When volatility rises, the funds apply a ‘handbrake’ aiming to defend against losses in declining markets. This approach seeks to provide a smoother ride and reduce investors’ exposure to equities in falling markets, while still allowing participation in rising markets,” adds Vynokur.

Latest News

CoinShares writes that digital asset investment products saw inflows for the third consecutive week totalling USD1.05 billion, with cumulative flows..
The New York Stock Exchange, part of Intercontinental Exchange, Inc, has announced it is collaborating with CoinDesk Indices to launch..
ETP provider GraniteShares has announced it has surpassed USD5 billion in assets under management (AUM), reaching USD5.199 billion...
News came last night from the US that the SEC has approved CBOE’s proposal to list and trade VanEck’s spot..

Related Articles

Timothy Rotolo, Range Funds
In 2023, Timothy Rotolo launched his business, Range Fund Holdings, the parent company for Range Indices and Range ETFs, followed...
Dan Miller, IQ-EQ
With just over a week to go till T+1 settlement begins in North America, Canada and Mexico, time is of...
Emily Spurling, Nasdaq
Last October’s ETF Express US Awards 2023 found Nasdaq winning Best Index Provider – ESG ETFs and Best Index Provider...
Vinit Srivistava, MerQube
Index provider, MerQube, launched in 2019, with the aim of providing a “technology-driven answer to the most complex, rules-based investment...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by