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Betashares Ethical Diversified Balanced ETF

DBBFBetasharesLast updated: Dec 25

What DBBF does

The Betashares Ethical Diversified Balanced ETF (DBBF) is designed for investors who want a balanced and ethical investment approach. This ETF invests in a mix of different asset classes, including shares and bonds, with a focus on sustainability and ethical considerations. The fund avoids companies involved in activities like fossil fuels, gambling, and tobacco, aiming instead to support businesses that have positive environmental, social, and governance practices. With a management fee of 0.39%, DBBF offers a way to invest responsibly while aiming for a balanced growth and income strategy.

What types of holdings are inside DBBF?

DBBF primarily invests in a diversified mix of asset classes, including equities, fixed income, and cash, through exposure to underlying ETFs. The equity component includes Australian and international shares, providing a blend of large-cap and mid-cap companies across various sectors. For the fixed income portion, it holds a mix of bonds, focusing on those that meet ethical criteria, including government and corporate bonds with a solid credit quality. The cash allocation typically consists of high-quality money market instruments, ensuring liquidity and stability within the portfolio.

Why you would consider DBBF

DBBF is suitable for investors looking for a balanced, ethical investment option that offers diversification across multiple asset classes. It may appeal to those who want to incorporate ethical considerations into their investment strategy while also seeking moderate growth and income potential. This ETF can serve as a core holding in a diversified portfolio, particularly for investors aiming to balance risk and return. For personalised advice on how DBBF fits your financial situation, consider exploring Rask Core.

DBBF peers

Investors may also consider similar ASX-listed ETFs that align with their investment goals. For instance, the DGGF offers a focus on ethical growth assets, while the DHHF targets aggressive growth through diversified investments. Additionally, the GBND provides exposure to sustainable bonds, while the AEBD focuses on ethical Australian bonds. Visit Best ETFs (bestetfs.com.au) to compare these options and find the best fit for your investment strategy.

Management Fee

0.39%

Distribution Yield

2.53%

Fund Under Management

$38M

-0.4M

Monthly Liquidity

1.71%

Spread

0.36%

Last Price

...

Product Type

ETF

Monthly fund flows

12-Month Flow

+$5.36M

Trading Activity

Transacted Value

$1M

Volume

24,450

Number of Trades

150

Monthly Liquidity

1.71%

Performance

1 Month

-1.20%

1 Year

3.07%

3 Year

9.64%

5 Year

4.17%

Total Return

Share Price Chart

Related ETFs

Resources

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