BetaShares Australian Investment Grade Corporate Bond ETF

Investment objective

The investment objective of the fund is to provide an investment return that tracks the performance of the Solactive Australian Investment Grade Corporate Bond Select TR Index, before taking into account fees and expenses.

Investment strategy

To invest in investment grade fixed-rate Australian corporate bonds. The fund’s strategy will preference securities offering superior expected excess returns over Australian government bonds.

Investment manager

BetaShares Capital Limited is a leading manager of exchange traded funds (ETFs) and other ASX traded funds. Its aim is to provide intelligent investment solutions, which help Australian investors meet their financial objectives.

With a broad range of products now trading on the ASX, its range of funds is one of the largest and most diverse available on the ASX market. It offers investors simple to use and cost effective access to equities, cash, currencies, commodities and alternative strategies.

Unit price

BetaShares Australian Investment Grade Corporate Bond ETF Unit Price History

Past performance is not a reliable indicator of future performance.

Performance

The performance of your investment is measured after taxes and fees within this tax paid fund.

	1 mth	3 mth	6 mth	1 yr	2 yrs
Net return* (%)	1.11%	0.35%	2.62%	2.22%	1.97%

^{Past performance is not a reliable indicator of future performance.

(*As at 31/05/2024)}

Key features

Key features
APIR code	OVS6296AU
Risk level	3 – low to medium
Minimum initial investment	$500
Minimum additional investment	$500 for a one-off additional payment
Regular investment plan	Minimum monthly deposit of $100
Minimum switching amount	$500
Minimum balance	$500
Total estimated fees and costs	0.48% p.a.
Recommended minimum investment period	Three years