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.

36 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
- -2.9% -2.7% -6.8% 0.6% 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
5.5% - 5.8% - 0.50%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
-0.4% - 1.6% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
0.5% - -3.5% - 0.99%
HVST
Income Generation
Risk Mitigation
5.0% 8.4% 2.5% 12.2% 0.90%
BEAR
Risk Mitigation
- -5.3% -11.1% -9.4% 1.0% 1.38%
BBOZ
Risk Mitigation
- -12.8% -26.1% -11.1% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
- - 1.5% - 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.3% 3.3% 2.3% 0.18%
POU
Portfolio Diversification
- 0.4% -16.0% 2.3% 0.2% 0.45%
QCB
Portfolio Diversification
- 3.2% 4.9% -9.5% 0.7% 0.69%
OOO
Portfolio Diversification
- 6.7% 6.0% -20.4% 0.4% 0.69%
YMAX
Income Generation
Capital Appreciation
5.5% 6.9% 6.5% 10.5% 0.79%
EEU
Portfolio Diversification
- -0.9% -2.9% 1.2% - 0.45%
QOZ
Capital Appreciation
Income Generation
8.4% 18.3% 10.1% 6.4% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
13.1% 17.1% 14.1% 2.9% 0.40%
GEAR
Capital Appreciation
Income Generation
10.8% 16.7% 5.7% 5.3% 0.80%
GGUS
Capital Appreciation
- 8.0% 23.1% 8.0% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
7.3% - 9.0% - 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
22.2% - 29.5% - 0.57%
HACK
Capital Appreciation
Portfolio Diversification
4.3% - 6.8% - 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
9.7% - 20.4% - 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-19.2% - -27.9% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
-2.6% - -6.3% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
- - - - 0.59%
QAU
Portfolio Diversification
- -12.8% 8.8% -4.0% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
2.7% 4.3% 5.6% - 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
6.6% 6.1% 4.4% - 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
5.6% 7.0% 10.5% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
8.5% 8.2% 14.2% 6.2% 0.79%
QFN
Capital Appreciation
Income Generation
12.4% 6.8% 11.7% 4.9% 0.39%
QRE
Capital Appreciation
- 8.6% 41.5% -6.3% 3.9% 0.39%
USD
Portfolio Diversification
- 5.6% 0.2% 5.1% 0.1% 0.45%
BBUS
Risk Mitigation
- -11.0% -28.7% -33.5% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
7.3% - 13.0% - 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
16.9% - 17.5% - 0.58%

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