POWERED BY MOMENTUM MEDIA
BetaShares launches Australian equities hedge fund
BetaShares has launched a managed fund allowing investors to hedge against a decline in the value of the Australian equities market.
BetaShares Australian Equities Bear Hedge Fund (BEAR) is designed to generate returns that are negatively correlated to the S&P/ASX 200.
The BEAR fund offers a way of obtaining short exposure to the share market, as units can be bought and sold on the Australian Securities Exchange (ASX).
The fund invests all assets in cash and cash equivalents, obtaining short exposure from futures contracts (ASX SPI 200).
Head of investment strategy at BetaShares, Drew Corbett said the fund was relevant to investors considering the current volatility in equity markets.
"We have seen the Australian equities market swing markedly and stay range bound in the last 18 months…investors now have a tool that provides the potential to profit from, or hedge against, market downturns," he said.
AUTHOR
Staff Writer
Money Management staff writers are writers who contribute to the website from time to time. If you would like to discuss the content contained within this article please contact us.
Recommended for you
Infrastructure well-positioned to hedge against global uncertainty, says investment chief.
The fund manager remains positive on the outlook for gold and believes ongoing market volatility will provide opportunities to acquire small-cap stocks in promising sectors.
T. Rowe Price Group VP said investment strategies must adapt to an ageing population, as Australians outlive their retirement savings.
The international asset manager expects AI will reach a point in the near future where it can autonomously manage investments within certain parameters set by fund managers.
TOP PERFORMING FUNDS
ACS FIXED INT - AUSTRALIA/GLOBAL BOND
Fund name
3y(%)pa
1
DomaCom DFS Mortgage
88.01 3 y p.a(%)
2
Global X 21Shares Bitcoin ETF
72.60 3 y p.a(%)
3
Global X GlobalX FANG+ ETF
44.46 3 y p.a(%)
4
Pengana High Conviction Equities B
39.12 3 y p.a(%)
5
Pengana High Conviction Equities A
39.05 3 y p.a(%)
