THIS SITE IS INTENDED FOR ADVISER USE ONLY

By clicking through to the Investments or Platforms site below you confirm that you are a licensed adviser operating under an Australian Financial Services License.

Betashares Managed Accounts are now available on FirstWrap

Introducing BetaShares Capital Limited, the newest addition to FirstWrap Managed Accounts. In this video, we hear from Vinnie Wadhera, Executive Director – Institutional and Adviser Business and David Bassanese, Chief Economist, who shares the expert research and investment philosophy driving each of their new managed account portfolios.

BetaShares is a leading Australian manager of exchange traded funds (ETFs) and other exchange traded products, which trade on the Australian Securities Exchange (ASX). BetaShares’ aim is to create intelligent investment solutions that broaden the investment possibilities for Australian investors and their advisers. As at December 2021, BetaShares managed $23bn in assets. BetaShares Investment Committee oversees the Portfolios.

The Investment Committee comprises of experienced BetaShares staff, including BetaShares Chief Investment Officer and Chief Economist. Although many investment markets can be considered highly efficient, BetaShares’ believes tha topportunities may arise over time where investor biases, poor liquidity, or information imperfections result in broader asset class mispricing.BetaShares believes that dynamic asset class tilting has the potential to provide enhanced risk-adjusted returns over time when mispricing across asset classes is apparent.

Betashares offers 5 managed account portfolios on FirstWrap:

Managed account portfolio Investment category
BetaShares Dynamic ETF Portfolio - Conservative      Conservative
BetaShares Dynamic ETF Portfolio - Moderate Moderate
BetaShares Dynamic ETF Portfolio - Balance     Balanced
BetaShares Dynamic ETF Portfolio - Growth   Growth 
BetaShares Dynamic ETF Portfolio - High Growth   High Growth

FIND OUT MORE ABOUT MANAGED ACCOUNTS ON FIRSTWRAP

Adviser use only

Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of products which includes FirstWrap Plus Super and Pension and FirstWrap Super and Pension (closed to new investors 28 March 2011). Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator, administrator and custodian of the Avanteos Wrap Account Service which includes FirstWrap Plus Investments and FirstWrap Investments (closed to new investors 28 March 2011).

This document is based on current requirements and laws as at . While all care has been taken in preparing the information contained in this report (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document provides general information for the adviser only and is not to be handed to any investor. It doesn‘t take into account anyone’s individual objectives, financial situation, needs or tax circumstances.

You should read the relevant and Financial Services Guide (FSG) before making any recommendations to a client. The and FSG can be obtained from www.firstwrap.com.au or by calling us on 1300 769 619.