Betashares has announced an expansion of its Betashares Direct investment platform through a collaboration with J.P. Morgan Asset Management.
This marks the launch of Partner Portfolios on Betashares Direct, expanding the platform’s offering beyond Betashares’ own expertly managed, diversified multi-asset portfolios to now include investment strategies from leading third-party managers.
Two new portfolios will be introduced on the platform – the JPMorgan Active Income Portfolio (J.INC) and the JPMorgan Active Growth Portfolio (J.GROW) – providing Australian investors with access to professionally managed, globally diversified strategies designed to meet income and growth objectives respectively. Like all Portfolios available on Betashares Direct, the new portfolios will be automatically rebalanced on the platform, delivering a fully managed investment experience for self-directed retail investors.
This offering marks the first time J.P. Morgan Asset Management’s global multi-asset investment and portfolio construction expertise has been made available directly to Australian retail investors – combining the frictionless investment experience of Betashares Direct with the global portfolio construction expertise of J.P. Morgan Asset Management. The Portfolios are also the first Managed Portfolios available on Betashares Direct which blend both passive and active ETFs to achieve their objectives.
With the introduction of the two new J.P. Morgan portfolios, investors on Betashares Direct now have access to 12 Managed Portfolios which vary by risk profile, objective and industry sector.
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Betashares CEO Alex Vynokur said partnering with J.P. Morgan Asset Management reinforces Betashares Direct’s commitment to bringing world-class expertise to Australian investors.
“Betashares Direct is designed to make high-quality investing accessible to all Australians. Partnering with J.P. Morgan Asset Management expands the range of institutional-grade portfolio solutions available on the platform, blending the best of index investing and active portfolio management.”
Introducing new Partner Portfolios – J.INC and J.GROW
• J.INC – Income-Focused Portfolio Targets Bloomberg AusBond Bank Bill Index + 2% p.a., aiming to deliver consistent income with a medium risk profile and a suggested minimum investment horizon of five years.
• J.GROW – Growth-Focused Portfolio Targets CPI + 4% p.a., designed for long-term capital growth through diversified exposure across global and domestic equities, fixed income, listed infrastructure and listed property.
Targets CPI + 4% p.a., designed for long-term capital growth through diversified exposure across global and domestic equities, fixed income, listed infrastructure and listed property.
