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A new financial year begins next week and for ASX investors that means fresh opportunities to review and refine portfolios.
Exchange-traded funds (ETFs) remain one of the easiest and most cost-effective ways to get exposure to major themes across local and global markets.
With a backdrop of rising geopolitical tensions, ongoing digital transformation, and cautious economic optimism, three ETFs stand out as potential buys for FY 2026.
Let’s take a closer look at each.
Betashares Cloud Computing ETF (ASX: CLDD)
Cloud technology continues to be one of the most important shifts in enterprise IT. Businesses around the world are moving to cloud-based infrastructure for greater flexibility, scalability, and security. That trend shows no signs of slowing.
The Betashares Cloud Computing ETF provides investors with exposure to global leaders in the space, including names like Shopify (NASDAQ: SHOP), Snowflake (NYSE: SNOW), Zscaler (NASDAQ: ZS), and Cloudflare (NYSE: NET).
As artificial intelligence continues to evolve, cloud providers are expected to play a critical role in powering these technologies. This bodes well for the stocks held by this ASX ETF.
Overall, for investors who believe in the structural shift to digital-first business models, this fund could be a smart way to tap into that growth. Betashares recently named it as one to consider buying.
Betashares Global Defence ETF (ASX: ARMR)
Global defence spending is ramping up, and this ASX ETF gives investors a direct line into that theme. The Betashares Global Defence ETF holds a portfolio of international companies involved in aerospace, military equipment, cybersecurity, and intelligence systems.
With NATO recently pledging to increase defence budgets and growing demand for modern security infrastructure, this sector has long-term tailwinds. Major holdings include industry heavyweights such as Lockheed Martin Corp (NYSE: LMT), Raytheon Technologies Corp (NYSE: RTX), and Northrop Grumman Corp (NYSE: NOC).
For those seeking exposure to a critical and increasingly prioritised sector, this fund could be a timely addition to portfolios in FY 2026. The team at Betashares thinks it could be one to consider buying right now.
iShares Global Consumer Staples ETF (ASX: IXI)
If you’re looking to balance growth-focused ASX ETFs with something more defensive, the iShares Global Consumer Staples ETF could be worth a closer look. This fund tracks an index of the world’s leading consumer staples companies – businesses that sell essential goods and services.
Think household names like Nestlé (SWX: NESN), Procter & Gamble (NYSE: PG), and Coca-Cola Co (NYSE: KO). These companies tend to perform relatively well during periods of economic uncertainty, thanks to steady demand for their products.
As a result, this fund could provide stability in a broader portfolio, especially if market volatility picks up.