OZBD PDS
The Product Disclosure Statement (PDS) explains the fees, tax status and some of the risks.
BetaShares Australian Composite Bond ETF (ASX:OZBD)
The OZBD ETF provides investors exposure to a basket of Australian government and corporate fixed income assets.
OZBD ETF review
OZBD share price and fees
share price:
ETF share prices are updated using end of day data from the ASX. FUM, fee and spread data is updated monthly, with a delay. Refer to the ETF’s PDS and the ASX website for up-to-date information.
OZBD fees
ASX ticker code: OZBD
Yearly fee (MER): 0.19%
FUM: $146.78 million
Monthly spread: 0.15%
Data Last Updated: July 2022
Analyst report
This ETF does not (yet) have an analyst report or rating available. If you would like to request our analyst team cover this ETF, please get in contact with us.
OZBD performance
This chart shows the yearly performance of the chosen ETF to key asset classes of Aussie shares (ASX: VAS) and US shares (ASX: IVV). You can use this chart to visualise how the ETF responds to different market environments. We recommend using a 5+ year time horizon for comparisons. The chart compares price return only.
Fee comparison
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OZBD yearly fee (MER)
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Sector average fee (MER)
What does the OZBD ASX ETF invest in?
OZBD invests in a portfolio of Australian corporate and government bonds.
Bonds are selected based on their risk-adjusted income potential rather than debt outstanding. The aim is to avoid the shortcomings of traditional debt-weighted indices in a quest to provide higher returns.
What do investors use the OZBD ETF for?
The BetaShares Australian Composite Bond ETF could be used by investors looking for a core portfolio allocation for fixed income in Australia.
How to buy the OZBD ETF
Did you know: You can invest in any ASX-listed ETF for $6.50 (or less)?
To invest in any ASX ETF, you need to use a brokerage account. For Australian investors, Australian Pearler has partnered with Best ETFs to bring you easy, effective, long-term ETF investing. You can invest in ETFs on Pearler for just $6.50! And some ETFs can be purchased for $0 (conditions apply).
OZBD investor starter pack
OZBD literature
We’ve asked the ETF provider to share their best whitepapers & research with you.
OZBD holdings
The Best ETFs team occasionally upload the ETF’s latest investments, so you see what’s inside the ETF.
ASX: OZBD’s dividend 2021
When does OZBD pay a dividend?
OZBD dividend reinvestment plan (DRP)
Warnings we apply to the OZBD ETF
OZBD tax domicile
OZBD ETF registry
Fund issuer
Fixed interest – Australia sector data
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Sector average return (1Y)
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Average fee (MER)
How OZBD compares:
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1Y return
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FUM ($m)
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Sector information is recorded based on the last 12-month returns to July 2022. Refer to the Issuer’s website, speak to your financial adviser and always the fund’s Product Disclosure Statement (PDS) before choosing an ETF for its dividend yield, past returns or fees. Past performance can be a poor indicator of future performance.
Latest ETF News
ASX: OZBD technical analysis
The Best ETFs technical analysis chart pack shows the 12-month share price movements, Stochastic bands and traded volume (for both up and down days). This chart uses end-of-day data, so it’s for illustrative purposes only.
Latest ETF news:
*The warnings on this page are applied by our ETF research team. Please know that these warnings are based on quantitative metrics and our internal methodology. These risks are not exhaustive and therefore they should not be relied upon. Always read the PDS of the function and speak to your financial adviser before acting on this information.
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