Expand your Raiz portfolio with *seven* new ETFs!

Expand your Raiz portfolio with seven new ETFs!

December 9, 2022

PLEASE NOTE: This blog contains outdated information regarding “Custom” portfolios. These portfolios were replaced by Plus portfolios on 01/08/2023, for more information please read the Plus blog post or the PDS.

We are excited to announce that we have added seven new ETFs to our Custom portfolio offering! This brings the total number of ETFs available to 23, alongside access to Bitcoin and the new Raiz Property Fund.

You can now gain exposure to gold bullion bars through one of the 7 new ETFs!

With these additions, you can now gain exposure to all 5 of the world’s major megatrends shaping our future within your Raiz Portfolio.

New ETFs

Global X Battery Tech & Lithium ETF 🔋

ASX code: ACDC

Overview: This ETF offers investors exposure to global companies developing electro-chemical storage technology and mining companies producing battery-grade lithium. ACDC aims to provide investors with a return that, before fees and expenses, tracks the performance of the Solactive Battery Value-Chain Index. ACDC invests in companies throughout the lithium cycle, including mining, refinement and battery production, cutting across the traditional sector and geographic definitions.

BetaShares Global Cybersecurity ETF 👨‍💻

ASX code: HACK

Overview: This ETF aims to track the performance of an index, before fees and expenses, that provides exposure to the world’s leading companies in the global cybersecurity sector. With cybercrime on the rise, the demand for cybersecurity services is expected to grow strongly. The global cybersecurity market is worth over US$200 billion and is projected to double by 2030. The Fund’s portfolio includes global cybersecurity giants, as well as emerging players, from a range of global locations.

BetaShares Gold Bullion (Currency Hedged) 🥇

ASX code: QAU

Overview: Gain exposure to the performance of gold without the hassle of direct purchasing, storing and insuring. The ETF is backed by physical gold bullion and aims to track the performance of the price of gold, hedged for currency movements in the AUD/USD exchange rate, before fees and expenses.

BetaShares Climate Change Innovation ETF ♻🌏

ASX code: ERTH

Overview: This ETF comprises a portfolio of up to 100 leading global companies that derive at least 50% of their revenues from products and services that help to address climate change and other environmental problems through the reduction or avoidance of CO² emissions. This covers clean energy providers, along with leading companies tackling green transport, waste management, sustainable product development, and improved energy efficiency and storage.

VanEck FTSE Global Infrastructure (Hedged) ETF 🏗

ASX code: IFRA

Overview: This ETF invests in a diversified portfolio of infrastructure securities listed on exchanges in developed markets around the world with the aim of providing investment returns (before management costs) that closely track the returns of the FTSE Developed Core Infrastructure 50/50 Hedged into Australian Dollars Index. The ETF comprises securities in developed countries which provide exposure to core infrastructure businesses, namely transportation, energy and telecommunications. Global infrastructure assets can provide investors with inflation-linked and regular returns but are still subject to market forces and economic cycles.

Vanguard Ethically Conscious Australian Shares ETF ♻🦘

ASX code: VETH

Overview: The ETF provides low-cost exposure to stocks listed on the Australian Securities Exchange (ASX) and excludes companies with significant business activities involving fossil fuels, nuclear power, alcohol, tobacco, gambling, weapons, adult entertainment and a conduct related screen based on severe controversies.

Vanguard Australian Corporate Fixed Interest Index ETF 🏦

ASX code: VACF

Overview: The ETF provides investors with low-cost, diversified exposure to Australian corporate bonds. It invests in investment grade bonds issued by corporations including Australia’s four largest banks, offshore banks, other lending institutions and property trusts. This may deliver greater defensiveness than securities in other asset classes, but a higher risk/return potential than Commonwealth government-issued bonds.

How do I add these to my Raiz Portfolio?

To allocate a percentage of your Custom portfolio to any of our new ETFs, login and head to Invest > Portfolio.

— — —

To find out whether these ETFs are right for you and your financial situation, goals or objectives – please read their PDS and TMD documents:

Don’t have the Raiz App?

Download it for free in the App store or the Webapp below:

download-raiz-app — Click to download the Raiz app

Important Information

If you have read all or any part of our email, website, or communication then you need to know that this is factual information and general advice only. This means it does not consider any person’s particular financial objectives, financial situation, or financial needs. If you are an investor, you should consult a licensed adviser before acting on any information to fully understand the benefits and risk associated with the product. This is your call but that is what you should do.

You may be surprised to learn that RAIZ Invest Australia Limited (ABN 26 604 402 815) (Raiz), an authorised representative AFSL 434776 prepared this information.

We are not allowed, and have not prepared this information to offer financial product advice or a recommendation in relation to any investments or securities. If we did give you personal advice, which we did not, then the use of the Raiz App would be a lot more expensive than the current pricing – sorry but true. You therefore should not rely on this information to make investment decisions, because it was not about you for once, and unfortunately, we cannot advise you on who or what you can rely on – again sorry.

A Product Disclosure Statement (PDS) and Target Market Determination (TMD) for Raiz Invest, Raiz Invest Super and Raiz Property Fund are available on the Raiz Invest website and App. A person must read and consider the PDS and TMD before deciding whether, or not, to acquire and/or continue to hold interests in the financial product. We know and ASIC research shows that you probably won’t, but we want you to, and we encourage you to read these documents so you know exactly what the product does, its risks and costs. If you don’t read these documents, it’s a bit like flying blind. Probably not a good idea.

The risks and fees for investing are fully set out in the PDS and include the risks that would ordinarily apply to investing. You should note, as illustrated by the global financial crisis of 2008, that sometimes not even professionals in the financial services sector understand the ordinary risks of investing – because by their nature many risks are unknown – but you still need to give it a go and try to understand the risks set out in the PDS.

Any returns shown or implied are not forecasts and are not reliable guides or predictors of future performance. Those of you who cannot afford financial advice may be considering ignoring this statement, but please don’t, it is so true.

Under no circumstance is the information to be used by, or presented to, a person for the purposes of deciding about investing in Raiz Invest, Raiz Invest Super or Raiz Property Fund.

This information may be based on assumptions or market conditions which change without notice and have not been independently verified. Basically, this says nothing stays the same for long in financial markets (or even in life for that matter) and we are sorry. We try, but we can’t promise that the information is accurate, or stays accurate.

Any opinions or information expressed are subject to change without notice; that’s just the way we roll.

Home loans are subject to approval from the lending institution and Raiz Home Ownership makes no warranties as to the success of an application until all relevant information has been provided.

Raiz Home Ownership Pty Ltd (ABN 14 645 876 937), an Australian Credit Representative number 528594 under Australian Credit Licence number 387025. Raiz Home Ownership Pty Ltd is 100% owned by Raiz Invest Australia Limited (ABN 26 604 402 815).