HBRD BetaShares Active Australian Hybrids ETF

asset_class: Fixed Interest
asset_category: Alternative Income
peer_benchmark: (ETF) Fixed Interest - Alternative Income Index
broad_market_index: Australian Bond Composite 0-10Y Index
manager_contact_details: Array
ticker: HBRD
release_schedule: NO COMMENTARY
commentary_block:
factsheet_url:
fund_features:

BetaShares Active Australian Hybrids ETF provides investors with a convenient way to access attractive income returns, including franking credits, from an actively managed, diversified portfolio of hybrid securities. As the Fund is overseen by a professional investment manager it actively seeks to reduce the volatility and downside risk that may otherwise be experienced by direct holders of hybrids.

  • Invests in an actively managed portfolio of hybrid securities, bonds and cash.
  • The Fund targets volatility of 3% to 4% p.a. – less than one-third of that historically displayed by the Australian equities market.
  • Has historically exhibited low correlation to equities as well as generally shown defensive characteristics during sharemarket declines
  • Actively managed portfolio aims to deliver total returns that exceed the ASX hybrids market over time.

structure: ETF