BetaShares managed fund receives rating

Manager of exchange-traded products BetaShares has been awarded a 'Recommended' rating from Lonsec for its Managed Risk Global Share Fund.

Launched in February 2016, the Managed Risk Global Share Fund provides exposure to a broadly diversified portfolio of global shares while seeking to reduce volatility and lessen downside risk.

In its report, Lonsec noted the strengths of the fund include the way it provides exposure to the global equities market in a risk controlled manner, its risk management strategy, and the track record of the underlying funds used to obtain exposure.

BetaShares managing director, Alex Vynokur, said the rating highlights the benefits the fund provides to Australian investors seeking to protect their global equities investments in a volatile market.

"In our unpredictable global environment, the benefits of risk management, reduced volatility and limited drawdowns, are clear," Vynokur said.

"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 want global equity exposure, but need to balance this against the level of risk they are willing to take in their investments."

The fund is part of the BetaShares Managed Risk series, along with BetaShares Australian Dividend Harvester Fund, and BetaShares Managed Risk Australian Share Fund.

The "Recommended" rating is the second highest investment rating awarded by Lonsec.

Read more: Lonsec forAlex VynokurBetaShares Australian Dividend Harvester FundBetaShares Managed Risk Australian Share FundManaged Risk Global Share Fund MRGS
Editor's Choice
New-York based financial firm Goldman Sachs is planning to launch an ETF which will invest in high-yield corporate debt, according to documents filed with the US Securities and Exchange Commission.
ALEX BURKE  |   12:59PM
Two Contango MicroCap (CTN) directors were removed following an extraordinary general meeting and a third resigned prior to resolutions being passed.
BT Financial Group confirmed its chief investment officer left the company "effective immediately."
Franklin Templeton Investments has launched its global online training portal for advisers in the Australian market.
Brought to you by
1 MAR 2017
A highly agile and active asset allocation approach requires skill, experience and discipline. Led by Michael O'Dea, Perpetual's Multi Asset team has just that; with an average 17 years' judgement and ...
Get it Daily
Keep up to date, don't be the last to know! Get the Financial Standard Daily Newsletter.
Pocket investment guides featuring adviser case studies and a glossary.
Investing trends and strategies from the industry’s thought leaders.
Putting the spotlight on investment products that matter.
Expert Feed
Christopher Page
A new era
After years of back and forth, the legislation to increase the professional standards of financial advisers has been passed. The new ...
Stephen Fay
Starting at the insurance base camp with focus on value
Insurance can be a complex beast, but in a period where its reputation may be strained it is all the more important to talk of some ...
Christopher Page
Redefining the family office
While the family office model has traditionally been the preserve of the ultra-rich, this may be changing very soon. Last week, Findex ...
Michelle Baltazar
Like rocket fuel to a Spaceship
When a superannuation fund calls itself a Spaceship and nobody bats an eyelid, you know you're entering a new era in retirement investing. Spaceship's ...
Featured Profile
Professional Subscription for $295
(inc GST) for 1 year.
FS Advice
The Australian Journal of Financial Planning.
Get the free iPad app
Download the Financial Standard iPad app for FREE.
Link to something YaVzZAAo