BetaShares Capital

Overview

BetaShares Capital is an Australian investment management firm specializing in exchange-traded funds (ETFs) and other investment products. Founded in 2009, the firm offers a diverse range of ETFs covering Australian and international shares, fixed income, cash, currencies, commodities, and alternative strategies. BetaShares is headquartered in Sydney, New South Wales, with offices in Melbourne, Brisbane, Adelaide, Perth, and Auckland, New Zealand. The firm's investment strategy focuses on providing investors with cost-effective and diversified investment solutions. BetaShares offers both passive and actively managed ETFs, catering to various investment objectives and risk profiles. The firm has expanded its product offerings to include Australia's first currency ETFs, actively managed bond ETFs, leveraged and inverse ETFs, and thematic funds covering areas such as global robotics and sustainability. BetaShares has experienced significant growth since its inception, with total funds under management surpassing A$50 billion by June 2025. The firm has attracted strategic investments from notable entities, including Singapore's sovereign wealth fund Temasek Holdings and U.S. private equity firm TA Associates. In 2021, TA Associates acquired a significant minority stake in BetaShares to support its growth and product development. In June 2024, Temasek agreed to acquire a minority stake in BetaShares, investing up to A$300 million. These partnerships have enabled BetaShares to expand its product offerings and enhance its market presence, solidifying its position as a leading investment management firm in Australia. In addition to its core ETF business, BetaShares has diversified its operations by entering the Australian superannuation sector through the acquisition of Bendigo and Adelaide Bank’s superannuation business in September 2023. The firm also launched Betashares Direct, an investment platform aimed at self-directed retail investors, in October 2023. This platform offers commission-free ETF trading and was expanded in 2024 to include a broader range of listed securities. Furthermore, BetaShares formed BetaShares Private Capital, a division focused on private market investments, in August 2025. This division partners with leading global private asset managers to deliver institutional-grade investment solutions to Australian investors. BetaShares' investment philosophy centers on providing investors with access to a broad spectrum of asset classes and investment styles, including those traditionally reserved for institutional investors. The firm's commitment to innovation and diversification has been instrumental in its growth and success in the Australian investment management industry.

Investment Focus

• Investment horizon: 5+ years
• Accredited investors only

Portfolio Companies