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 (Betashares) is an Australian fund manager that specialises in Exchange Traded Funds (ETFs). Established in 2009, Betashares has grown to become one of the market leaders in ETFs and has a wide range of exchange traded products on the ASX. Betashares’ philosophy is to create intelligent investment solutions that broaden the investment possibilities for Australian investors. Betashares products provide access to a wide range of market indices, asset classes and investment strategies, all of which can be bought or sold like any share on the ASX.

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Unit price

Betashares Australian Investment Grade Corporate Bond ETF Unit Price History

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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* (%)	0.32%	1.78%	1.78%	4.53%	3.52%

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

(*As at 31/01/2025)}

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

Target asset allocation

Net Performance	Min %	Max %
Cash and fixed interest	0	100