Bringing you live news and features since 2006 

Lonsec issues ‘Recommended’ rating for BetaShares’ Hybrids Active ETF

RELATED TOPICS​

BetaShares’ Active Australian Hybrids Fund (managed fund) (ASX: HBRD) has been awarded a ‘Recommended’ rating from Lonsec.

Launched in November 2017, HBRD is Australia’s only Active ETF which provides access to a professionally managed, diversified portfolio of hybrid securities in a single ASX trade.
 
As part of its review procedure, Lonsec looks at a fund manager’s investment process, people and resources, as well as the liquidity, fees, performance and the risks associated with the fund.
 
BetaShares Chief Executive Officer, Alex Vynokur, said HBRD takes away the complexity of owning hybrids directly, and instead, provides simple access to a high-quality and diversified portfolio.
 
“While hybrids have always been well adopted by Australian investors, it is important to note that they are complex instruments and require vigilant oversight and attention,” says Vynokur. “They are not a ‘set and forget’ investment.
 
“As an asset class, hybrids have historically offered investors attractive tax-efficient income, higher levels of capital stability, and lower levels of volatility compared to Australian shares.”

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Cryptocurrencies
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
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