BetaShares’ fund ‘recommended’
Research and ratings house, Lonsec has awarded a ‘recommended’ rating for BetaShares’ Managed Risk Global Share Fund (WRLD).
Lonsec said that WRLD allowed investors exposure to a risk managed portfolio consisting of at least 1,500 of the largest companies listed on the stock exchanges of the world’s major developed economies.
Others strengths of WRLD included exposure to the global equities market in a risk controlled manner, its risk management strategy and the strong track record for the underlying funds used to obtain exposure.
BetaShares’ managing director, Alex Vynokur, said: “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.”
AUTHOR
Oksana Patron
Recommended for you
Franklin Templeton has announced it will close its Australian Core Plus Bond Fund, having changed two fixed income funds in its Brandywine range last week.
Investment solution provider Channel Capital has appointed James Archer as its latest distribution director, joining from Pinnacle Investment Management.
Bennelong Funds Management has signed a memorandum of understanding with US private credit manager Monroe Capital to distribute its products in Australia.
Global equity manager Talaria Capital has appointed a Sydney-based sales director as it grows its distribution presence across Australia.
