Betashares Australian Sustainability Leaders ETF Guide (FAIR) and Details

Overview

Betashares Australian Sustainability Leaders ETF is a domestically focused equity ETF for investors looking at Australian large-cap shares through a sustainability lens. The portfolio is tilted heavily toward Australian listed companies, while still allowing a small overseas slice, and its current mix shows a blend of defensives, financials, property, and healthcare.

Category

FAIR sits in the intersection of broad Australian equity exposure and sustainability screening. That means the fund’s role is less about chasing a narrow sector bet and more about trying to capture large Australian companies that meet its sustainability framework. In practice, the portfolio leans toward businesses with recognisable domestic footprints, with Woolworths Group Ltd, Telstra Group Ltd, Goodman Group, Computershare Ltd and Suncorp Group Ltd among the largest positions.

The current portfolio points to an Australian market story dominated by local companies, with Australasia accounting for 94.79% of equity exposure and the United States making up 5.21%. Sector weights are spread across financial services, real estate, healthcare, communication services and consumer staples, which gives the ETF a diversified large-cap profile rather than a single-theme growth tilt. The fund’s recent performance has been uneven, with a -3.63% year-to-date return, -14.35% over 1 year, 4.46% over 3 years and 1.35% over 5 years. That kind of return pattern suggests a strategy that may move differently from the broader market at times, especially when the leadership mix shifts among defensives, financials and property.

Key facts

Costs

The fund shows a TER of 0%, an ongoing charge of 0% and a net expense ratio of 0%.

Performance

Holdings

The top 10 holdings are Woolworths Group Ltd 6.625%, Telstra Group Ltd 4.952%, Goodman Group 4.32%, Computershare Ltd 4.307%, Suncorp Group Ltd 4.252%, Scentre Group 4.109%, Insurance Australia Group Ltd 3.889%, Brambles Ltd 3.578%, ResMed Inc 3.271% and Pilbara Minerals Ltd 2.997%. Together, the top 10 make up 42.3% of the portfolio. The broader sector mix is led by financial services, real estate and healthcare, with smaller allocations to utilities, industrials and consumer cyclicals.

Regions

Sectors

Related ETFs

Compared with more plain-vanilla Australian equity ETFs, FAIR’s point of difference is the sustainability screen rather than an index-only market-cap approach. Its top holdings are familiar ASX names, but the portfolio is constructed through an additional filter that changes the make-up of the fund. That can make it useful for investors who want Australia exposure with a values-based overlay, while accepting that the end result may look different from a standard Australian share fund.

Risks

Who it may suit

This ETF may suit investors who want Australian large-cap exposure, prefer an ESG or sustainability screen, and are comfortable with a portfolio that is still concentrated in familiar domestic names. It may also appeal to investors who like receiving income from their equity exposure, given the fund’s 3.07% dividend yield and half-yearly distributions.

Key risks

The main risk is concentration: the top 10 holdings account for 42.3% of the fund, so individual stock moves can matter. Sector exposure is also uneven, with financial services at 22.147%, real estate at 18.689% and healthcare at 16.548%, which means the portfolio can be affected by sector-specific headwinds. As with any equity ETF, the unit price can fall as well as rise, and the fund’s recent 1-year return shows that short-term performance can be volatile.

FAQ