Betashares has expanded its Betashares Direct investment platform through a collaboration with J.P. Morgan Asset Management (JPMAM), marking the global firm’s first retail partnership in Australia.
The launch introduces Partner Portfolios on Betashares Direct, broadening the platform’s offering beyond Betashares’ own diversified portfolios to include investment strategies from leading third-party managers.
Betashares Direct was launched by the ETF provider in October 2023 as a low-cost way for retail investors to trade ETFs.
Two new portfolios—the JPMorgan Active Income Portfolio (J.INC) and the JPMorgan Active Growth Portfolio (J.GROW)—have been added to the platform, providing Australian investors access to professionally managed, globally diversified strategies designed to meet income and growth objectives respectively.
The J.INC portfolio targets the Bloomberg AusBond Bank Bill Index plus 2 per cent per annum, with a focus on consistent income and a medium risk profile over a five-year horizon.
The J.GROW portfolio targets CPI plus 4 per cent per annum and is designed for long-term capital growth through diversified exposure to global and domestic equities, fixed income, listed infrastructure and property.
Both portfolios are automatically rebalanced, offering a fully managed investment experience for self-directed investors. With the addition of the new JPMAM portfolios, investors now have access to 12 managed portfolios varying by risk profile, objective and sector.
The collaboration marks the first time JPMAM’s global multi-asset investment and portfolio construction expertise has been made available directly to Australian retail investors.
The portfolios also represent the first managed portfolios on Betashares Direct to combine both passive and active ETFs.
Betashares chief executive officer Alex Vynokur said the JPMAM partnership reinforces Betashares Direct’s mission to bring institutional-grade expertise to local investors.
“Betashares Direct is designed to make high-quality investing accessible to all Australians. Partnering with J.P. Morgan Asset Management expands the range of institutional-grade portfolio solutions available on the platform, blending the best of index investing and active portfolio management,” Vynokur said.
“This launch represents an important milestone in the continued evolution of Betashares Direct as a leading destination for Australians who are seeking to build long-term wealth.”
JPMAM’s Australia and New Zealand chief executive officer Andrew Creber said the collaboration brings the firm’s global capabilities to self-directed retail investors for the first time.
“We’re delighted to partner with Betashares on this collaboration. J.P. Morgan Asset Management’s disciplined, research-driven investment processes have been widely used by institutional investors and now we’re thrilled to expand this offering to self-directed investors for the first time,” Creber said.
“Working with Betashares Direct allows us to extend those same principles to retail investors in an accessible way, bringing the depth of our global multi-asset experience directly to their portfolios.”
JPMAM manages more than $6 trillion in assets globally as at 30 September 2025.
