Exchange Traded
Funds (ETFs).


Low-cost, efficient investment tools that provide exposure to various asset classes

What are Exchange Traded Funds (ETFs)?


ETFs are managed funds that you can buy or sell on an exchange, like the Australian Stock Exchange (ASX). They offer investors a convenient way to purchase “baskets” of shares based on indexes or themes. ETFs are often used to accumulate wealth and diversify portfolios.


Why consider ETFs?


ETFs on the ASX provide a flexible, cost-effective way for investors to gain access to diverse markets and assets. Key benefits include:

  • Diversification – access markets or assets that are typically difficult or expensive to reach.
  • Transparency – track performance with daily net asset value (NAV) updates.
  • Low cost – ETFs generally have lower management expense ratios (MER).
  • Easy to trade – buy and sell ETFs during market hours, allowing quick portfolio adjustments.

Local experts in ETF investment


DP Wealth Advisory is a pioneer in integrating ETFs into diversified investment portfolios. We focus on passive, low-cost options to create strong, well-rounded portfolios for our clients. Since 2018, our Director, Andrew Wielandt, has successfully incorporated ETFs into investment strategies, helping clients achieve their financial goals.

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Selecting the right ETF


Whether you’re considering passive or active, synthetic or physical, core or satellite, or thematic ETFs, we tailor investment plans to align with your goals and lifestyle.


Interested in learning how ETFs can benefit your portfolio?

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Frequently Asked Questions

  • Are ETFs right for me?

    ETFs can be a valuable tool, but they aren’t one-size-fits-all. We strongly recommend speaking with a DP Wealth advisor to assess your circumstances and determine the best investment decisions for your lifestyle and goals.

  • What can you invest in through ETFs?

    ETFs offer access to a wide range of asset classes, including:

    • Australian shares

    • international shares

    • specific sectors, like mining or financials

    • fixed income investments (bonds)

    • precious metals and commodities

    • foreign currencies.

  • What's not an ETF?

    Some products may resemble ETFs but carry more risk. These include:

    • exchange traded commodities

    • exchange traded notes

    • exchange traded certificates

    • exchange traded securities.


    Additionally, exchange traded managed funds and hedge funds aim to outperform an index using higher-risk trading strategies, and they are not considered traditional ETFs.

  • What are Thematic ETFs?

    Thematic ETFs focus on specific trends, sectors, or themes rather than tracking traditional broad market indices. These themes might include technological advancements, renewable energy, healthcare innovations, or demographic shifts. By targeting specific sectors, thematic ETFs offer opportunities to leverage potential growth in those areas.


    Common themes for thematic ETFs include:

    • renewable energy and clean technology

    • artificial intelligence and robotics

    • biotechnology and healthcare innovations

    • blockchain technology

    • emerging markets and economies.


    At DP Wealth, we guide you through the complexities of financial planning, providing practical solutions and expert advice to help you navigate your investment journey with confidence.

  • Where can I learn more about ETFs?

    The Australian Government’s Moneysmart site offers plenty of information about ETFs. Additionally, the Australian Stock Exchange (ASX) provides a short introductory course on their website.

Want to know more about ETF’s?

Visit the Australian Government’s Moneysmart site for more details.

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OR

Or the Australian Stock Exchange (ASX) for a short introductory course.

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Talk to us to discover how ETFs can fit into your investment portfolio.


Let's chat.

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