Compare Funds

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ASSET CLASS
INVESTMENT GOAL
INVESTMENT GOAL: PRIMARY (P) SECONDARY (S)
  • Capital Appreciation
    Aims to provide long-term capital growth potential as a primary driver of returns.
  • Income Generation
    Aims to deliver income as a primary driver of returns.
  • Portfolio Diversification
    Fund can be used to introduce regional, sector or asset class diversification to a portfolio.
  • Risk Mitigation
    Aims to reduce risk associated with an investment in a particular asset class.

39 Results

Fund Name
Code
ASX Code
P
Primary
Investment Goal
S
Secondary
Investment Goal
3m
Performance
3 Months
1y
Performance
1 Year
Incept.
Performance Since Inception (p.a.)
Yield
12 mth Trailing Yield (p.a.)
Cost*
Management Costs (p.a.)*
QAG
Portfolio Diversification
- -6.0% -12.2% -6.9% 1.3% 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
0.9% - 7.3% - 0.50%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
10.7% - 8.8% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
2.7% - -5.7% - 0.99%
HVST
Income Generation
Risk Mitigation
4.7% 9.7% 3.2% 10.9% 0.90%
BEAR
Risk Mitigation
- -6.3% -15.6% -9.8% - 1.38%
BBOZ
Risk Mitigation
- -14.2% -33.4% -15.0% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
6.7% - 7.4% - 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.1% 3.2% 2.1% 0.18%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
- - 0.1% - 0.39%
POU
Portfolio Diversification
- 4.3% -10.2% 2.4% - 0.45%
QCB
Portfolio Diversification
- -3.5% -3.3% -9.3% 1.4% 0.69%
OOO
Portfolio Diversification
- -9.3% -9.2% -21.2% 2.7% 0.69%
YMAX
Income Generation
Capital Appreciation
5.7% 14.8% 7.2% 9.2% 0.79%
EEU
Portfolio Diversification
- 2.2% -3.4% 1.1% - 0.45%
QOZ
Capital Appreciation
Income Generation
5.5% 22.1% 10.7% 5.5% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
3.9% 18.0% 11.9% 2.6% 0.40%
GEAR
Capital Appreciation
Income Generation
14.3% 35.8% 9.0% 4.4% 0.80%
GGUS
Capital Appreciation
- 9.7% 38.2% 14.7% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
3.3% - 13.7% - 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
3.0% - 35.6% - 0.57%
HACK
Capital Appreciation
Portfolio Diversification
4.6% - 13.2% - 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-3.8% - 12.4% - 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-3.5% - -22.9% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
8.2% - 2.2% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
10.2% - 7.7% - 0.59%
QAU
Portfolio Diversification
- 5.5% -1.1% -2.4% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
5.6% 10.1% 7.8% 0.4% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
6.7% 13.1% 6.4% - 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
10.9% 31.9% 14.8% 0.4% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
5.1% 15.5% 13.2% 5.6% 0.79%
QFN
Capital Appreciation
Income Generation
10.1% 25.8% 12.4% 4.1% 0.39%
QRE
Capital Appreciation
- -4.4% 19.2% -5.9% 3.9% 0.39%
AUDS
Portfolio Diversification
- -2.7% - 0.9% - 1.38%
YANK
Portfolio Diversification
- 2.8% - -1.1% - 1.38%
USD
Portfolio Diversification
- 1.5% 1.8% 4.3% - 0.45%
BBUS
Risk Mitigation
- -11.5% -35.4% -34.6% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
13.3% - 28.3% 0.6% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
2.5% - 21.4% 0.1% 0.58%