BetaShares

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. The Buy and Sell unit prices differ due to the brokerage costs incurred by Centuria LifeGoals to purchase or sell the underlying securities.

Key features

Key features
APIR codeOVS6296AU
Risk level3 – low to medium
Minimum initial investment$500
Minimum additional investment$500 for a one-off additional payment
Regular investment planMinimum monthly deposit of $100
Minimum switching amount$500
Minimum balance$500
Total net management fee0.75% p.a.
Recommended minimum investment periodThree years

Performance

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

1 mth3 mth6 mth1 yr
Net return* (%)0.37%1.95%4.13%1.70%

Past performance is not a reliable indicator of future performance.
(*As at 30/09/2020)

Target asset allocation

Net PerformanceMin %Max %
Cash and fixed interest0100

 

Invest today

You are one step closer to securing your future. Download the Centuria LifeGoals PDS to start investing today.

You can apply online for a simple and easy application process, or contact us for any investment, product or administrative enquiries.