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.

38 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
- 2.6% 4.6% -5.9% 0.6% 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
1.6% - 6.0% - 0.50%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
3.4% - -0.1% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
2.0% - -6.7% - 0.99%
HVST
Income Generation
Risk Mitigation
1.9% 8.3% 1.7% 11.3% 0.90%
BEAR
Risk Mitigation
- -5.3% -18.3% -9.3% 1.0% 1.38%
BBOZ
Risk Mitigation
- -12.3% -38.7% -11.4% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
5.4% - 2.6% - 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.2% 3.2% 2.2% 0.18%
POU
Portfolio Diversification
- -4.4% -17.3% 1.2% 0.2% 0.45%
QCB
Portfolio Diversification
- 3.7% 10.3% -8.9% 0.7% 0.69%
OOO
Portfolio Diversification
- 4.4% 27.2% -20.1% 0.4% 0.69%
YMAX
Income Generation
Capital Appreciation
4.4% 18.3% 6.6% 9.5% 0.79%
EEU
Portfolio Diversification
- -3.8% -9.6% 0.2% - 0.45%
QOZ
Capital Appreciation
Income Generation
6.5% 29.5% 10.1% 5.0% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
2.1% 18.1% 11.9% 2.4% 0.40%
GEAR
Capital Appreciation
Income Generation
12.4% 46.8% 6.3% 6.2% 0.80%
GGUS
Capital Appreciation
- 16.8% 56.4% 15.3% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
6.2% - 11.5% - 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
10.4% - 35.5% - 0.57%
HACK
Capital Appreciation
Portfolio Diversification
2.9% - 9.9% - 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-0.7% - 15.1% - 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
8.3% - -22.9% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
9.5% - 0.5% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
- - 0.5% - 0.59%
QAU
Portfolio Diversification
- 5.3% 1.1% -2.6% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
3.9% 9.9% 5.5% 2.6% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
2.6% 7.2% 2.7% - 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
6.6% 18.4% 11.5% 0.6% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
0.6% 8.4% 12.2% 5.5% 0.79%
QFN
Capital Appreciation
Income Generation
7.4% 28.6% 11.7% 5.0% 0.39%
QRE
Capital Appreciation
- 5.4% 47.7% -5.9% 3.9% 0.39%
AUDS
Portfolio Diversification
- 9.2% - 6.3% - 1.38%
YANK
Portfolio Diversification
- -8.9% - -6.4% - 1.38%
USD
Portfolio Diversification
- -4.0% -7.4% 3.9% 0.1% 0.45%
BBUS
Risk Mitigation
- -17.0% -44.0% -36.4% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
11.4% - 17.5% 1.2% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
4.1% - 20.4% 0.8% 0.58%

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