Take control, with
Custom Portfolios

Are you an investor who likes to be actively involved in portfolio construction, asset allocation and ETF/stock selection decisions? Betashares Direct gives you the ability to build your own Custom Portfolio in a few simple steps.

Custom Portfolios offer investment screening tools, automatic dividend/distribution reinvestment, automatic portfolio rebalancing, and options such as automated investment plans.

Build your own Custom Portfolio in a few simple steps

Choose from all ETFs and 300+ shares traded on the ASX, and determine how they are weighted in your portfolio

Set up a plan to invest regularly and automatically into your Custom Portfolio, or make one-off investments

Automatic rebalancing of your portfolio (you can choose to switch this off) and the option to have dividends/distributions retained as cash or reinvested in your portfolio.

Ability to backtest your portfolio’s performance

Zero brokerage, low monthly portfolio fee

Refer to the PDS for information on interest retained by Betashares on cash balances.

Start building your custom portfolio

Provided for illustrative purposes only. Not a recommendation to invest or adopt any investment strategy.

Build your own Custom Portfolio in a few simple steps

Choose from all ETFs and 300+ shares traded on the ASX, and determine how they are weighted in your portfolio

Set up a plan to invest regularly and automatically into your Custom Portfolio, or make one-off investments

Automatic rebalancing of your portfolio (you can choose to switch this off) and the option to have dividends/distributions retained as cash or reinvested in your portfolio.

Ability to backtest your portfolio’s performance

Zero brokerage, low monthly portfolio fee

Refer to the PDS for information on interest retained by Betashares on cash balances.

Provided for illustrative purposes only. Not a recommendation to invest or adopt any investment strategy.

Use our Investment Screener to help with ETF/share selection

You can use the Betashares Direct Investment Screener to help select the ETFs and/or shares for your Custom Portfolios.

The Investment Screener lets you filter ETFs and shares by size, sector, yield, historical returns and financial performance measures. As you put your portfolio together, you can see how it would have performed historically, the income it would have produced, and the asset allocation.

Automate an investment plan

A strategy of regular contributions can help you steadily build wealth. You can set up a plan to invest regularly and automatically into your Custom Portfolio, and/or make one-off investments:

From within Betashares Direct, set up regular investments into your portfolio via direct debit from your bank account ORLog into your bank account and schedule regular investments using your portfolio’s unique BSB and account number

Direct other payments such as part of your salary or tax return into your Betashares Direct portfolio

Invest the exact amount you want with fractional investing

Provided for illustrative purposes only.

Use our Investment Screener to help with ETF/share selection

Automate an investment plan

A strategy of regular contributions can help you steadily build wealth. You can set up a plan to invest regularly and automatically into your Custom Portfolio, and/or make one-off investments:

Direct other payments such as part of your salary or tax return into your Betashares Direct portfolio

Invest the exact amount you want with fractional investing

Provided for illustrative purposes only.

Transparent low fees

Number of
holdings

Investment type

Balance
Under $10k

Balance
Over $10k to $100k

Balance
Over $100k to $500k

Balance
Over $500k to $2m

Balance
$2m+

Brokerage

up to 50

Betashares ETFs only

$3/month

0.20% p.a.

0.18% p.a.

0.16% p.a.

0.14% p.a.

1 - 10

ETFs and/or shares

$4/month

0.25% p.a.

0.225% p.a.

0.20% p.a.

0.175% p.a.

11 - 50

ETFs and/or shares

$4.50/month

0.30% p.a.

0.27% p.a.

0.24% p.a.

0.21% p.a.

A portfolio fee of 0.20% p.a. is equivalent to $20 p.a. per $10,000 invested. Refer to the PDS for information on interest retained by Betashares on cash balances.
Portfolio fee applies to the total balance of the relevant Custom Portfolio.
Different portfolio fees apply to Managed Portfolios. The fees for Managed Portfolios can be found here.

Managed Portfolios

Custom Portfolios may suit investors who want to make their own portfolio construction and asset allocation decisions. For investors who would prefer not to be actively involved in these decisions, we offer Managed Portfolios - low cost, diversified portfolios constructed by our investing experts.

Learn more

Managed Portfolios

Learn more

Explore more

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Learn more

Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.

Learn more

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Learn more

Explore more

Tools and reporting

Betashares Direct includes personalised tax and performance reporting, and a range of powerful yet intuitive tools that help you to be a better investor.

Learn more

Auto-invest

A strategy of regular, automatic contributions can help you steadily build wealth.

Learn more

Transfer your portfolio

Consolidating your investments in one place can make it easier for you to manage your portfolio, and to keep track of portfolio performance.

Learn more

Start investing with Betashares Direct

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Betashares Capital Limited (ABN 78 139 566 868, AFSL 341181) is the issuer of Betashares Invest, being the IDPS-like scheme available through the Betashares Direct platform. Before opening an account or making an investment decision, read the Product Disclosure Statement and the Target Market Determination for Betashares Invest, available by emailing Customer Support at [email protected] or by phone on 1300 487 577, to consider whether the product is right for you. You should also consider the applicable disclosure document for any underlying investment available through Betashares Invest before making an investment decision. This information is general in nature and doesn’t take into account your financial objectives, situation or needs. You should consider its appropriateness taking into account such factors and seek professional financial advice. Investing involves risk.