Is the GBND ETF a good investment? Here’s where you start…
The BetaShares GBND ETF provides investors with exposure to a portfolio of fixed-rate, investment-grade global and Australian bonds, with a significant allocation to “green bonds” which are issued to directly fund projects that have positive environmental and/or climate benefits.
According to our most recent data, the GBND ETF had $179.78 million of money invested. With GBND’s total funds under management (FUM) figure over $100 million, the ETF meets our team’s minimum investment criteria for FUM levels. As a general rule, our team draws the line at $100 million for ETFs in the Fixed interest – International sector because we believe that, relative to smaller ETFs, achieving this amount of FUM lowers the chance that the ETF issuer will close the ETF.
Get our team’s GBND ETF review, available free when you click this link: access the free investment report.
A quick take of the ISEC ETF
The iShares ISEC ETF provides investors with exposure to higher-yielding, short-term money market instruments, including floating rate notes. ISEC seeks to outperform the S&P/ASX Bank Bill Index (before fees and expenses).
With our numbers for July 2022, ISEC’s FUM stood at $306.34 million. Since the ISEC’s FUM is over $100 million, our investing team would say the ETF has met our minimum criteria for the total amount invested, otherwise known as FUM. A very sustainable ETF in the Index sector should be able to scale well and become profitable for the ETF issuer.
A look at the ISEC ETF fee load?
iShares, the ETF issuer, charges a yearly management fee of 0.12% for the ISEC ETF. Meaning, if you invest $2,000 for a full year from now you can expect to pay a management fee of around $2.40.
This management fee is below the average for all ETFs on our Best ETFs Australia list of ETFs. However, you might still be able to find a cheaper ETF for less.
Did you know: you can get our full ETF review of ISEC by clicking here?
