Category: Stock Market

I think ASX exchange traded funds (ETFs) can be an easy way to invest in long-term growth themes.

But which funds could have strong long-term growth potential?

Three that could deliver on this are named below. Here’s what they offer investors:

Betashares Global Cybersecurity ETF (ASX: HACK)

The Betashares Global Cybersecurity ETF could be a strong option for investors looking beyond traditional technology exposure.

Cybersecurity is no longer just an afterthought for businesses. It has become a boardroom, customer trust, regulatory, and business continuity issue.

Companies now rely on cloud platforms, remote workers, digital payments, online customer data, artificial intelligence tools, and connected devices. Each of these creates more points that need protecting.

This popular ASX ETF gives investors exposure to companies involved in areas such as identity security, endpoint protection, network defence, cloud security, and threat detection.

The growth case is straightforward. As more value moves online, more money is likely to be spent keeping it safe. This could bode well for holdings such as Palo Alto Networks (NASDAQ: PANW) and Fortinet (NASDAQ: FTNT).

Betashares Asia Technology Tigers ETF (ASX: ASIA)

The Betashares Asia Technology Tigers ETF offers a different type of technology exposure.

Many investors think of technology through a US lens, but Asia plays a huge role in the global digital economy.

The region is home to major companies involved in semiconductors, hardware, ecommerce, gaming, cloud services, digital platforms, and consumer technology. This includes WeChat owner Tencent Holdings and search and robotaxi giant Baidu (NASDAQ: BIDU).

That gives this ASX ETF exposure to both sides of the technology story. Asia helps build many of the components that power the digital world, while also serving enormous consumer markets that continue to adopt new online services.

It is worth noting that the fund is more concentrated than a broad global ETF, so investors should expect ups and downs. But given its strong long-term growth potential, the rewards could comfortably outweigh the risks.

Betashares S&P/ASX Australian Technology ETF (ASX: ATEC)

Finally, the Betashares S&P/ASX Australian Technology ETF brings the growth story closer to home.

This ASX ETF invests in Australian technology companies, giving investors exposure to a part of the local market that looks very different from banks and miners.

Its holdings can include businesses involved in software, digital marketplaces, payments, online services, and technology-enabled platforms. This includes Xero Ltd (ASX: XRO) and WiseTech Global Ltd (ASX: WTC).

This means that the fund gives investors a way to back local innovation without relying on one company to deliver.

It may not be as diversified as a broad market fund, and smaller technology shares can be sensitive to interest rates and investor sentiment. But if Australia continues producing globally competitive digital businesses, this fund could have plenty of long-term growth potential.

The post 3 ASX ETFs with strong long-term growth potential appeared first on The Motley Fool Australia.

More reading

• Another CEO share sale has this ASX 100 tech stock sinking today
• Where to invest $50,000 in ASX ETFs this month
• Should I invest $2,500 into WiseTech shares?
• 10 fantastic ASX shares to buy for FY27
• Has the WiseTech share price finally hit the bottom after crashing 50%?

Motley Fool contributor James Mickleboro has positions in Betashares Capital – Asia Technology Tigers Etf, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Baidu, BetaShares Global Cybersecurity ETF, Fortinet, WiseTech Global, and Xero. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has recommended Palo Alto Networks. The Motley Fool Australia has positions in and has recommended WiseTech Global and Xero. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares edged 2.77% higher and generated total returns, including dividends, of 7% in FY26.   

Among the 11 market sectors, materials was the best performer of the year, rising 47% and producing a total return of 52%.

The worst-performing sector was healthcare, which fell 37% and produced a total negative return of 36%.

On The Bull this week, Andrew Wielandt from DP Wealth Advisory lets us in on some stock tips for the new financial year.

L1 Long Short Fund (ASX: LSF)

Wielandt has a buy rating on this ASX listed investment company (LIC), which he holds in his personal self-managed super fund.

He explains:

LSF provides exposure to long and short strategies on a global scale, meaning it takes either a positive or negative view on each position in the portfolio.

The strategy holds between 50 and 100 companies, with 30 per cent or less held offshore.

The fund has delivered returns of 20.2 per cent per annum since its inception in 2014.

LSF has risen from $2.97 on July 10, 2025 to trade at $4.66 on July 9, 2026.

The fund has a strong track record of delivering results and I believe the outlook is bright.

Wesfarmers Ltd (ASX: WES) 

The Wesfarmers share price rose 7% to close out FY26 at $90.40 per share.

Wielandt has a hold rating on the market’s largest ASX 200 consumer discretionary share.

He said:

WES is one of Australia’s largest diversified industrial companies, spanning retail, chemicals, fertilisers, industrials and health.

The retail division, including hardware giant Bunnings, Kmart Group and Officeworks, continues to perform well despite a slowing domestic economy.

Investment in the Priceline pharmacy chain provides upside potential.

WES generates a strong return on shareholders funds, but the stock is trading near a 12-month broker consensus target price, so we retain a hold recommendation.

REA Group Ltd (ASX: REA)

The REA share price tumbled 42% to finish FY26 at $139.19.

Wielandt has a sell rating on this ASX 200 communications share. 

He explained: 

REA is the dominant online property platform in Australia. But competitor Domain Holdings Australia, acquired by US listed company CoStar Group, is expected to provide fierce competition.

Federal Budget changes to capital gains tax and negative gearing leaves property far less appealing to investors.

The Australian property market is slowing, which could impact REA listing volumes moving forward.

Auction clearance rates have been falling in Sydney and Melbourne. Other stocks appeal more at this stage of the cycle.

The post Buy, hold, sell: L1 Long Short Fund, REA, Wesfarmers shares appeared first on The Motley Fool Australia.

More reading

• How much superannuation do you need to earn $5,000 a month in passive income?
• Here are the top 10 ASX 200 shares today
• Up 12% in 2026! Are Wesfarmers shares now too expensive?
• Experts name 3 big-name ASX 200 shares to sell
• If I invest $3,000 in Wesfarmers shares, how much passive income will I earn in FY27?

Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended CoStar Group and Wesfarmers. The Motley Fool Australia has recommended Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

On Monday, the S&P/ASX 200 Index (ASX: XJO) fought hard to finish in positive territory. The benchmark index edged higher to 8,808.5 points.

Will the market be able to build on this on Tuesday? Here are five things to watch:

ASX 200 to fall

The Australian share market looks set for a subdued session on Tuesday following a poor night on Wall Street. According to the latest SPI futures, the ASX 200 is expected to open the day 8 points or 0.1% lower. In the United States, the Dow Jones dropped 0.25%, the S&P 500 fell 0.8%, and the Nasdaq tumbled 1.55%.

Magellan shares upgraded

Magellan Financial Group Ltd (ASX: MFG) shares have been upgraded by analysts at Morgans. According to the note, the broker has upgraded the fund manager’s shares to an accumulate rating with an $11.26 price target. It said: “With the recent pullback in the share price, we now have more upside (~13%) to our price target and move to an ACCUMULATE recommendation (from Hold).” 

Oil prices jump

ASX 200 energy shares including Beach Energy Ltd (ASX: BPT) and Santos Ltd (ASX: STO) could have a strong session after oil prices jumped overnight. According to Bloomberg, the WTI crude oil price is up 9.2% to US$78.00 a barrel and the Brent crude oil price is up 9.5% to US$83.25 a barrel. Traders were bidding oil higher after US President Donald Trump reinstated a blockade on Iran.

Gold price sinks

It is likely to be a tough session for ASX 200 gold shares Newmont Corporation (ASX: NEM) and Northern Star Resources Ltd (ASX: NST) after the gold price sank overnight. According to CNBC, the gold futures price is down 2.55% to US$4,008.7 an ounce. Surging oil prices have increased interest rate hike expectations.

Buy Forrestania shares

The team at Bell Potter is bullish on Forrestania Resources Ltd (ASX: FRS) shares. This morning, the broker has retained its speculative buy rating with an improved price target of $1.25. Bell Potter was pleased with its acquisition of the Edna May Gold Hub for $300 million. It said: “This is a transformational transaction for FRS. The acquisition of a second permitted processing hub at Edna May, combined with the 3.2Mtpa Lake Johnston plant, establishes FRS as a dual-hub operator with targeted combined milling capacity of 6.1Mtpa by H1 CY27.”

The post 5 things to watch on the ASX 200 on Tuesday appeared first on The Motley Fool Australia.

More reading

• This ASX gold stock could rocket 200%+ after ‘transformational’ deal
• 2 struggling ASX shares tipped to rebound up to 15%
• Here are the top 10 ASX 200 shares today
• ASX 200 drops as soaring oil prices rattle global markets
• 5 things to watch on the ASX 200 on Monday

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

There are plenty of options in the gold sector for investors to choose from. 

But one ASX gold stock that could have huge upside potential according to Bell Potter is named below.

ASX gold stock tipped to triple

The gold stock that Bell Potter is positive on is Forrestania Resources Ltd (ASX: FRS).

Bell Potter notes that the company has just signed a transformational deal with Ramelius Resources Ltd (ASX: RMS) for the Edna May Gold Hub. It commented:

FRS has entered into a binding agreement to acquire 100% of the Edna May Gold Hub from Ramelius Resources Limited (ASX: RMS, not rated) for total consideration of A$300m, comprising A$210m in cash and A$90m in FRS scrip (225m shares at A$0.40/sh) (Transaction). The Transaction is accompanied by a A$310m two-tranche equity raising at A$0.40/sh. 

Edna May comprises a 2.9Mtpa conventional CIL processing plant (C&M since April 2025), 945koz Au Mineral Resource Estimate (MRE), ~1,000km² of tenements including the Tampia and Symes satellite deposits, a 185-room accommodation village, airstrip, tailings storage facility and grid power connection. The Transaction is conditional on FRS shareholder approval, regulatory approvals (potentially ACCC), assignment of third-party agreements including the Evolution Mining SPA, and completion of the equity raising. Completion is targeted for September 2026.

‘Transformational transaction’

The broker believes this positions the gold stock to grow its production to 200,000 ounces per annum within 18 months. It explains:

This is a transformational transaction for FRS. The acquisition of a second permitted processing hub at Edna May, combined with the 3.2Mtpa Lake Johnston plant, establishes FRS as a dual-hub operator with targeted combined milling capacity of 6.1Mtpa by H1 CY27. On a pro-forma basis, FRS will have a MRE base of approximately 2.7Moz (incl. Dulcie, ZNC), and a contiguous tenure position spanning the Southern Cross, Forrestania, Westonia and Eastern Goldfields regions. 

The enlarged entity has a credible pathway to steady-state production of >200kozpa across both hubs within 12-18 months, assuming successful commissioning and ramp-up at both plants. FRS will hold pro-forma cash of A$132m and a proposed A$100m debt facility to sufficiently fund the ramp-up period across both hubs.

Big potential returns

According to the note, Bell Potter has retained its speculative buy rating with an improved price target of $1.25. 

Based on its current share price of 38 cents, this implies potential upside of approximately 230%.

Commenting on its investment thesis, Bell Potter said:

The Transaction consideration implies an EV/Resource multiple of approximately A$317/oz based on the 945koz Edna May MRE (or A$100/t installed milling capacity). Adjusting for the ~A$300m replacement value of the existing plant and infrastructure (per FRS), the implied acquisition cost of the resource ounces is effectively negligible on a look-through basis, in our view. Incorporating the Edna May transaction, dualhub production profile, and revised cost and CAPEX assumptions, we raise our Valuation to $1.25/sh and maintain our Speculative Buy recommendation.

The post This ASX gold stock could rocket 200%+ after ‘transformational’ deal appeared first on The Motley Fool Australia.

More reading

• 5 things to watch on the ASX 200 on Tuesday
• $650 million in cash and gold, guidance hit: Why this ASX 200 stock is still falling
• Ramelius Resources achieves FY26 guidance, grows cash flow and completes Edna May sale
• This ASX gold stock could soar 60% thanks to a big announcement
• 6 ASX gold stocks Morgans rates as a buy

Motley Fool contributor James Mickleboro has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Warren Buffett has been one of the world’s greatest investors over the last several decades, helping Berkshire Hathaway (NYSE: BRK.B) become of the largest businesses in the world. Would such a great investor be interested in CSL Ltd (ASX: CSL) shares today?

Berkshire Hathaway has invested in a variety of industries over the years, including railroads, banks, Apple (NASDAQ: AAPL), insurance, oil and gas, soft drink, and so on. There’s nothing to say that Berkshire Hathaway wouldn’t be open to buying shares in a biotech company.

Let’s look at what Warren Buffett might think of CSL shares.

Is CSL a wonderful company?

There have been few businesses on the ASX that have expanded as much internationally as CSL over the last 20 years. It has been a great Australian success story.

However, the CSL share price has suffered a big decline in the past year, falling by around 50%. The market doesn’t seem to think as much of the business as before.

Are the current difficult conditions CSL is facing temporary or is this now a permanent, lower growth environment for the company? You’d need a crystal ball to truly know the answer to that question.

But, when it comes to market confidence, Warren Buffett has said some potentially very useful advice in the past. For example, he has said generally about markets:

Be fearful when others are greedy, and greedy when others are fearful.

By that logic, investors may have been too fearful about the CSL share price earlier this year. But the CSL share price has risen by around 33% since the 2026 low in June – it’s not as cheap as it was, even though it has fallen heavily over the longer term.

Warren Buffett has also suggested that it’s better to buy a wonderful company at a fair price than a fair company at a wonderful price.

Before 2025, I think most investors would have been happy to describe CSL as a wonderful company with its ability to grow its core business, create new products with research and development (R&D), and deliver rising profit.

Is CSL still a wonderful company? The market doesn’t seem convinced.

Warren Buffett’s Circle of competence

For me, what could be the deciding factor in whether Warren Buffett would buy CSL shares is what he likes to call a circle of competence.

In other words, he only invests in businesses that he understands. That’s why he famously avoided various technology businesses over the years. It’s important to understand the potential gains, the competitive pressures and risks.

I think that same investment thought process would mean Buffett would be hesitant to invest in CSL – biotechnology is a difficult industry to understand, and it may be challenging to get to grips with how the research and development (R&D) pipeline could play out and what the financial rewards could be. Therefore, there are other ASX shares that I think Warren Buffett would be more interested in.

The post Would Warren Buffett buy CSL shares? appeared first on The Motley Fool Australia.

More reading

• CSL shares are up 35% since early June. Is the recovery here to stay?
• Where could CSL shares go next? Here’s what brokers are predicting
• How to go from zero to $50,000 with ASX shares
• 3 ASX blue-chip shares that could be strong long-term value plays
• Up 36%: Can CSL shares keep rebounding?

Motley Fool contributor Tristan Harrison has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Apple, Berkshire Hathaway, and CSL. The Motley Fool Australia has recommended Apple, Berkshire Hathaway, and CSL. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Rio Tinto Ltd (ASX: RIO) shares have been climbing again in 2026.

But after a strong move from their lows, investors may be wondering whether the ASX mining giant is still worth buying today.

For a $5,000 investment, I think the answer is yes.

Here’s why.

The valuation looks reasonable

Based on the current share price, a $5,000 investment would buy about 30 Rio Tinto shares, before brokerage.

According to consensus estimates, Rio Tinto is expected to generate earnings per share of $11.88 in FY26 and $12.39 in FY27.

That puts the stock on a price-to-earnings ratio of around 13.8 times FY26 earnings and 13.3 times FY27 earnings.

For a large global miner, I think that looks reasonable. Rio Tinto is still exposed to commodity cycles, so investors should not treat those earnings forecasts as guaranteed. But the valuation does not look stretched to me, especially if copper demand remains strong.

The dividend profile also adds to the appeal. Rio Tinto is expected to pay fully franked dividends per share of $6.54 in FY26 and $6.81 in FY27. That implies forward dividend yields of around 4% and 4.1%.

On a $5,000 investment, that would mean roughly $199 in FY26 dividends and $207 in FY27 dividends, before franking credits.

Why I like Rio Tinto shares

My answer is yes, I would invest $5,000 into Rio Tinto shares for resources sector exposure.

The main reason is copper. Rio Tinto is still heavily associated with iron ore, and that remains a major part of the business. But I think the company’s long-term appeal increasingly comes from its exposure to commodities needed for electrification, energy infrastructure, data centres, and industrial development.

In its May presentation, Rio Tinto pointed to energy transition and artificial intelligence as dual demand drivers across its portfolio. The company also highlighted expected copper demand growth of 30% between 2025 and 2035.

That is where Rio Tinto looks attractive to me. Its copper operations include major low-cost assets such as Oyu Tolgoi, Kennecott, and Escondida. The company’s Oyu Tolgoi underground project is complete and Rio Tinto expects the mine to become the world’s fourth-largest copper mine around the end of the decade.

It is also targeting 40% to 50% production growth at Kennecott from 2025 to 2028.

Low-cost operations are valuable in mining because commodity prices can move sharply. A producer with strong assets and lower costs has a better chance of generating cash through weaker periods and benefiting strongly when prices are favourable.

What to watch

There are still risks to consider. Rio Tinto remains exposed to iron ore, China, commodity prices, project execution, cost inflation, and currency movements.

The share price is also much closer to its yearly high than its yearly low. Investors who bought near $109 have already captured a much more attractive entry point.

That is why I would treat a $5,000 investment as a long-term resources position rather than a short-term trade.

Foolish takeaway

I think Rio Tinto shares are a buy for investors who want exposure to high-quality mining assets and long-term copper demand.

The valuation looks reasonable, the forecast dividend yield is attractive, and the company has several ways to benefit from demand linked to electrification, energy infrastructure, and AI-related investment.

The share price could easily be volatile because this is still a cyclical resources business.

But if I were looking to invest $5,000 into the sector today, Rio Tinto would be one of the ASX mining shares I would be happy to buy.

The post Should I invest $5,000 into Rio Tinto shares? appeared first on The Motley Fool Australia.

More reading

• 9 ASX 200 shares downgraded by analysts this week
• China’s CPI and PPI data drops today. Here is the potential impact for these ASX shares
• How Rio Tinto, Fortescue and BHP shares stacked up in June
• 6 ASX 200 large-cap shares that rose 60% to 275% in FY26
• How to get started with a portfolio delivering $500 a week in passive income

Motley Fool contributor Grace Alvino has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

Who doesn’t want their superannuation working harder than they do?

For many Australians, super is the most tax-effective way to build long-term passive income. While you generally can’t access it until retirement, the payoff is generous tax concessions while you’re accumulating wealth and, potentially, tax-free income in retirement.

So, how much superannuation do you actually need to generate $5,000 a month in passive income?

The answer might be simpler than you think.

It all comes down to dividend yield

A monthly passive income of $5,000 equals $60,000 a year.

From there, it’s just a numbers game. Divide your desired annual income by the dividend yield of your portfolio, and you’ll have a rough estimate of the super balance required.

For example, a superannuation portfolio yielding 3% would require around $2 million to generate $60,000 in annual dividend income. Lift that yield to 4%, and the required balance falls to roughly $1.5 million.

At a 5% yield, you’d need around $1.2 million, while a portfolio generating 6% income could potentially produce the same annual passive income with approximately $1 million invested.

The lesson? The higher your portfolio’s dividend yield, the less capital you need to generate the same income.

Of course, there’s a catch.

Yield isn’t everything

A sky-high dividend yield might look attractive, but it can sometimes signal trouble ahead. If a company’s earnings weaken, today’s generous dividend could become tomorrow’s dividend cut.

That’s why many experienced investors focus on companies that can consistently grow their superannuation, profits and dividends over time, rather than simply chasing the highest yield available.

For investors seeking lower but dependable yields, companies like Wesfarmers Ltd (ASX: WES), Macquarie Group Ltd (ASX: MQG), and Washington H. Soul Pattinson and Co Ltd (ASX: SOL) have historically offered yields of around 2% to 3%, alongside solid long-term growth.

Those wanting a balance between income and stability could consider businesses such as Telstra Group Ltd (ASX: TLS), Transurban Group (ASX: TCL), or ASX blue-chip BHP Group Ltd (ASX: BHP), which have typically provided dividend yields in the 3% to 4% range, although payouts naturally fluctuate.

For investors primarily focused on maximising income, options such as BetaShares Australian Top 20 Equities Yield Maximiser Complex ETF (ASX: YMAX), MFF Capital Investments Ltd  (ASX: MFF), WCM Global Ltd (ASX: WQG) may be worth exploring.

Foolish takeaway

There isn’t one magic super balance that guarantees $5,000 a month in passive income. It all depends on the investments you own, the income they produce, and whether those dividends remain sustainable.

As a general guide, though, investors are likely to need somewhere between $1 million and $2 million invested in quality income-producing assets to generate $60,000 a year, depending on the average dividend yield of their portfolio.

The earlier you start building your superannuation, the more time compounding has to do the heavy lifting. That’s one advantage no investor should overlook.

The post How much superannuation do you need to earn $5,000 a month in passive income? appeared first on The Motley Fool Australia.

More reading

• Here are the top 10 ASX 200 shares today
• Up 12% in 2026! Are Wesfarmers shares now too expensive?
• How much could a $500,000 ASX share portfolio pay in dividends?
• Should you buy BHP shares FY27? Here’s what experts are saying
• Do you want to earn passive income from your superannuation? Here’s a guide to get you started

Motley Fool contributor Marc Van Dinther has positions in BHP Group. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Macquarie Group, Transurban Group, Washington H. Soul Pattinson and Company Limited, and Wesfarmers. The Motley Fool Australia has positions in and has recommended Mff Capital Investments, Telstra Group, Transurban Group, and Washington H. Soul Pattinson and Company Limited. The Motley Fool Australia has recommended BHP Group, Macquarie Group, and Wesfarmers. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

While the ASX has had a slow year in 2026, there are several emerging themes that have brought investors strong returns. 

Exploring the ASX ETFs that have captured momentum is a great way to identify opportunities. 

These opportunities stretch across global markets and sectors underrepresented here in Australia. 

ASX ETFs that capture these sectors provide investors with a chance to diversify away from ASX focussed portfolios. 

Here are three funds that have raced ahead of the ASX this year. 

Global X S&P Biotech ETF (ASX: CURE)

This ASX ETF invests in companies that may benefit from further advances in genomic science. This includes companies involved in gene editing, genomic sequencing, genetic medicine/therapy, computational genomics, and biotechnology.

The fund provides global exposure to emerging areas within the Health Care sector, at the intersection of science and technology.

Examples of biotechnology companies include those focused on immunotherapy treatments and vaccines to treat human disease. 

As many investors are aware, healthcare and technology are heavily underrepresented on the ASX compared with sectors such as resources and financials. 

This fund could attract investors looking to allocate funding to these sectors that are more prominent in the US. 

The fund has rocketed over the last month, and is subsequently up 25% year to date. 

VanEck Global Clean Energy ETF (ASX: CLNE)

This ASX ETF gives investors a diversified portfolio of 30 of the largest and most liquid companies involved in clean energy production and associated technology and clean energy equipment globally.

It targets businesses related to clean energy production and associated technology and equipment globally, from both developed and emerging markets. 

Relevant business activities include but are not limited to:

• Biofuel & biomass energy production, technology & equipment
• Ethanol & fuel alcohol production
• Fuel cells technology & equipment
• Geothermal energy production
• Hydro electricity production, turbines & other equipment
• Solar energy production, photo voltaic cells & equipment
• Wind energy production, turbines & other equipment. 

Year to date, it has risen an impressive 14%. 

BetaShares Japan ETF – Currency Hedged (ASX: HJPN)

This ASX ETF tracks the performance of an index (before fees and expenses) that provides diversified exposure to the largest globally competitive Japanese companies.

Japan has emerged as one of the most compelling markets for long-term investors after decades of deflation and muted investor interest. 

A combination of structural changes is reshaping the investment landscape, while corporate governance reforms are now gaining momentum. 

These tailwinds have contributed to this ASX ETF rising 18% year to date and 47% in the last 12 months. 

The post 3 of the best performing ASX ETFs to own right now appeared first on The Motley Fool Australia.

More reading

• Own GDX, MOAT, or ESPO? VanEck just announced ASX ETF dividends

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

S&P/ASX 200 Index (ASX: XJO) shares lifted 2.77% and delivered a total return, including dividends, of 7% in FY26.

On The Bull this week, two experts give us their views on three ASX 200 shares.

Let’s take a look.

Regis Resources Ltd (ASX: RRL)

Materials was the strongest sector of FY26, rising 47% and producing a total return of 52% for investors.

The Regis Resources share price increased 37% to finish the year at $6.03.

Regis Resources benefitted from an 18% lift in the gold price last financial year.

John Athanasiou from Red Leaf Securities has a buy rating on this ASX 200 gold share for FY27.

He said:

Unaudited gold production of 101,500 ounces in the June quarter of 2026 was up 12 per cent on the prior quarter.

Group gold production guidance for full year 2026 is at the top end of guidance at 379,000 ounces.

The company had $1.21 billion in cash and bullion on hand at June 30, 2026, an increase of $692 million over the full financial year.

Earnings remain highly sensitive to gold price movements.

However, improving cash generation and a stronger balance sheet provide support through the cycle.

Regis remains a clean, leveraged expression to the gold theme.

Woolworths Group Ltd (ASX: WOW)

Woolworths was the top-performing company for capital growth within the ASX 200 consumer staples sector in FY26.

The Woolworths share price rose 29% to finish the year at $40.03 on 30 June.

Andrew Wielandt from DP Wealth Advisory has a hold rating on Woolworths shares.

He explained:

The supermarket giant generates a strong return on equity, but profits are tighter.

The company generated group sales of $18.1 billion in the third quarter of fiscal year 2026, up 4.5 per cent on the prior corresponding period.

Guidance for reported full year 2026 Australian food earnings before interest and tax growth is expected to be in the mid to high single digit range, but no longer at the upper end of the range.

Defensive earnings from supermarkets should underpin its business despite the weakening Australian economy.

Mineral Resources Ltd (ASX: MIN)

The Mineral Resources share price ripped 188% to finish FY26 at $62.65. 

Mineral Resources stock was on the rebound last financial year after a shocker in FY25.

Soaring lithium prices and the ramp-up of its Onslow iron ore project contributed to stronger earnings in the first half.

Mineral Resources reported its strongest half-year result ever with record revenue of $3.1 billion and EBITDA of $1.2 billion for 1H FY26.

Athanasiou has a sell rating on this ASX 200 mining share.

He said:

MIN is a diversified resources company, with extensive operations in lithium, iron ore, energy and mining services across Western Australia.

The diversified model provides some cash flow stability via mining services, but overall earnings remain cyclical and exposed to volatile bulk commodity markets.

Higher leverage amplifies downside risk during commodity downturns.

Execution complexity across multiple divisions adds additional risk relative to simpler, more focused producers.

While the company retains strategic asset value, earnings stability remains inconsistent, in our view.

Until we see a reduction in leverage and earnings volatility, the stock remains a sell, or in the underweight category.

The post Buy, hold, sell: Regis Resources, Mineral Resources, Woolworths shares appeared first on The Motley Fool Australia.

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Motley Fool contributor Bronwyn Allen has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has no position in any of the stocks mentioned. The Motley Fool Australia has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.

The S&P/ASX 200 Index (ASX: XJO) has had a slow year to date. 

Australia’s benchmark index is up less than 1% in 2026. 

Inflation, global conflict and high interest rates have all weighed on investor sentiment. 

However the slow rate of growth also means there are buy-low opportunities for stocks that have underperformed. 

Here are two ASX shares tipped for strong growth in the next 12 months. 

Magellan Financial Group Ltd (ASX: MFG)

Magellan Financial Group is an Australian-based diversified financial services group. Its heritage business is a funds manager investing in global equities and global listed infrastructure, founded in 2006.

It has risen just 0.7% year to date, but has declined 13% since March. 

The team at Morgans believe it could rise over the next 12 months. 

The broker updated its outlook on these ASX shares following the company’s 4Q26 AUM update.

MFG’s 4Q26 AUM update showed AUM fell ~A$1bn to A$36.7bn, driven by A$2.5bn of net outflows, partially offset by A$1.7bn of positive market movements. Overall, we view this as a softer quarter. 

The A$2.5bn in outflows is a step up from recent trend, running well above the A$0.3bn average outflows of the prior four quarters, and marking the largest quarterly outflow since 3Q23. We make relatively minor downgrades to FY26F/FY27F EPS on reduced AUM assumptions, following higher 4Q26 outflows than we expected. We lower our price target to A$11.26 (from A$11.29).

With the recent pullback in the share price, the broker now sees more upside and has upgraded its recommendation to an accumulate rating (previously a hold). 

From yesterday’s closing price, Morgan’s price target indicates 14% potential upside.

Adairs Ltd (ASX: ADH)

Adairs has also struggled in 2026. 

Adairs is a homewares and home furnishings retailer in Australia and New Zealand. The company has more than 170 stores across a number of formats as well as a growing online platform.

In 2026, its share price has fallen 18%. 

However, the team at Morgans recently updated its outlook on the company and sees rebound potential following recent share price softness. 

ADH provided a FY26 trading update, with Adairs performing ahead of expectations, Mocka largely in line, but ongoing weakness in Focus on Furniture continues to weigh on group earnings. 

Group EBIT is expected to be down ~1.3%. Given the ongoing weakness in Focus on Furniture and the extended remediation time required, the group intends to recognise an impairment charge of $62-28m ($56-60m after tax). This will be excluded from underlying earnings. We have made downward revisions to our earnings in FY26/27/28. 

The broker now has a $1.70 price target and an accumulate recommendation. 

From current levels, this indicates an upside potential of approximately 15%. 

The post 2 struggling ASX shares tipped to rebound up to 15% appeared first on The Motley Fool Australia.

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• Buy, hold, sell: James Hardie, Adairs, Minerals 260 shares
• 9 ASX 200 shares downgraded by analysts this week
• Are Adairs shares a buy, hold or sell after their trading update?
• This ASX retail stock is falling as a $68 million furniture headache bites
• 5 best ASX 200 financial shares of FY26

Motley Fool contributor Aaron Bell has no position in any of the stocks mentioned. The Motley Fool Australia’s parent company Motley Fool Holdings Inc. has positions in and has recommended Adairs. The Motley Fool Australia has positions in and has recommended Adairs. The Motley Fool has a disclosure policy. This article contains general investment advice only (under AFSL 400691). Authorised by Scott Phillips.