Track Record


When an ETF does not have a sufficiently long track record -- typically, we consider this to be at least 3 years -- the ETF could be at a higher risk of being closed down (if it doesn't grow), and the historical performance and returns (if any) cannot be relied upon.

Some of the risks associated with an ETF that has a short or no track record include:

  • Performance - When a fund, ETF or investment firm does not have a track record, it is often difficult to know what to expect from the investment. This is not the case with all ETFs that are new, especially if the ETF follows a highly liquid benchmark that has been in existence for five years or more. However, we apply the track record warning as a reminder to investors that it's important to think long and hard about how this ETF will perform, and its role in a portfolio. Please note: at Best ETFs Australia we do not accept 'backtests' as a legitimate form of performance.
  • Funds under management (FUM) - Although some of the largest ETF providers have established marketing departments and distribution teams, and joint ventures between distribution experts and boutique fund managers are now more common, new funds often fail to get enough money invested into them in the first 1-3 years to make them very profitable for the issuer. One obvious reason for this is most funds management and ETF ratings agencies (like us), who provide the ratings on fund managers for financial advisers, demand a three-year track record. We will accept a shorter-term track record (i.e. under three years), but it must meet a range of criteria before we will consider it a worthwhile fund/ETF.
  • Buy-sell spread - The buy-sell spread, shown on our ETF listings page and in fund/ETF factsheet and quarterly reports, tells you how much it 'costs' to get your money in-and-out of a fund. Basically, it's an estimate of what it costs the fund manager to take your money and invest in whatever is inside the fund/ETF. Obviously, the lower/smaller the spread is the better it is for you. New ETFs/funds can have difficulty lowering the buy-sell spread to a reasonable level until they reach scale (e.g. having FUM more than $100 million).

The Best ETF in australia?

We've found the ONE ETF that could rule them all... 

Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn't it be nice to make ONE investment and build the strong Core of your portfolio -- with just one click? 

Rask's lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF. 

Best of all: The report is totally free and will be sent via email. 

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian-owned.

The Best ETF in australia?

We’ve found the ONE ETF that could rule them all… 

Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn’t it be nice to make ONE investment and build the strong Core of your portfolio — with just one click? 

Rask’s lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF. 

Best of all: The report is totally free and will be sent via email

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian-owned.

General Financial Advice warning
The information on this website is general financial advice only. That means, the advice does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. In addition, you should obtain and read the product disclosure statement (PDS) before making a decision to acquire a financial product. If you don’t know what your needs are, you should consult a trusted and licensed financial adviser who can provide you with personal financial product advice. Please read our Terms & Conditions and Financial Services Guide before using this website.

© Rask Australia 2020

The 

BEST ETF 

in Australia?

We’ve found the ONE ETF that could rule them all… 

Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn’t it be nice to make ONE investment and build the strong Core of your portfolio — with just one click? 

Rask’s lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF. 

Best of all: The report is totally free and will be sent via email

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian-owned.

The 

BEST ETF 

in Australia?

We’ve found the ONE ETF that could rule them all… 

Right now, there are 200+ ETFs on the ASX. Then there are index funds. Hundreds of managed funds. LICs. REITs. And everything in between. Wouldn’t it be nice to make ONE investment and build the strong Core of your portfolio — with just one click? 

Rask’s lead ETF research analyst and investing team have identified our #1 ETF for 2021 and beyond. Our analyst team has put together a full research report and a step-by-step investment guide to buying this ETF. 

Best of all: The report is totally free and will be sent via email

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian-owned.

Join 20,000+ smart investors

Join the Rask Australia mailing and we’ll send you free investment reports, podcasts, expert insights, investing courses, ASX news and lots, lots more. All free. 

Unsubscribe anytime. Read our TermsFinancial Services GuidePrivacy Policy. We’ll never sell your email address. Our company is Australian-owned.

feedback-icon

What can we do better?

Howdy, ASX investor.

I really care about your experience today.

Please, let me know if you have any suggestions we can use to improve our site and help others invest in ETFs. 

Cheers! 

Owen Rask