Betashares has launched an exchange-traded fund (ETF) providing retail investors with access to a global momentum investing strategy designed to capture the growth in strongly performing stocks.
Expanding on its range of smart beta funds, the investment firm has released the Betashares Global Momentum ETF (ASX code GTUM), which will provide exposure to companies that have shown strong and consistent momentum, as measured by risk-adjusted returns, as part of a rules-based momentum strategy.
Betashares stated momentum investing involved the purchasing of shares that have outperformed while selling or avoiding those that have done the opposite, and was typically difficult for retail investors to carry out due to the transaction costs, behavioural bias and ability to regularly monitor and rebalance their portfolio.
The ETF will adopt this strategy over global developed market equities, excluding Australia, and follows the launch of a similarly styled fund in 2024, the Australian Momentum ETF, which focuses specifically on the local market.
“Momentum investing has a compelling track record for both global and Australian equities and can enhance return potential when used as a complement to traditional market capitalisation-weighted strategies,” Betashares added.
MTUM’s index outperformed the S&P/ASX 200 Index by 2.68 per cent a year from its inception in May 2011 to end December 2025, while GTUM’s index outperformed the MSCI World ex Australia Index by 3.14 per cent a year from its inception in January 2011 to end December 2025.
Betashares chief executive Alex Vynokur said the new ETF removed the barriers to momentum investing in global equities for retail investors.
“The launch of our Global Momentum ETF provides investors with a simple and efficient way to access one of the most well-researched and persistent drivers of returns across global equity markets,” Vynokur said.
“While momentum has a strong academic and empirical foundation, implementing the strategy effectively in portfolios can be complex to execute and time consuming to maintain.
“GTUM enables investors and financial advisers to access a transparent and consistent approach to global momentum investing through a single trade on the ASX.”
