Australian shares
MTUM
Betashares Australian Momentum ETF · Betashares
A rules-based selection of Australian companies that have been performing strongly lately — it ranks 200 of the largest ASX stocks by recent momentum and picks the leaders.
What the fee costs you
The management fee is 0.35% a year. Here’s what that works out to in dollars:
A 0.35% yearly fee works out to about $35 a year per $10,000 invested.
A rough guide based on the headline fee only. Other costs (such as brokerage or buy/sell spreads) aren’t included.
The basics
- Issuer
- Betashares
- Asset class
- Australian shares
- Number of holdings
- ~90
- Where it invests
- Entirely Australia.
- Income paid
- Half-yearly
- Currency hedged
- N/A — It holds Australian companies priced in Australian dollars, so there's no foreign-currency exposure to hedge.
Its character
It chases 'momentum' — shares whose prices have been rising — and rebuilds the list every couple of months, so what it holds shifts over time. Because momentum often clusters in whatever is hot, its sector mix can be lopsided; recently it leaned heavily into materials and financials.
What to keep in mind
A momentum strategy can become concentrated in whatever has been winning, and those trends can reverse quickly, so it can swing more than a broad market fund. It also trades more often as the rankings change, which is part of how it works.
How this fund relates to others
It picks from the largest 200 Australian stocks, so its holdings sit inside broad funds like A200, IOZ and VAS — but it holds only the recent strong performers and reshuffles regularly, so the overlap shifts over time rather than staying fixed.
Figures last verified 2026-06-22against the issuer’s factsheet and PDS.