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
- -2.1% 0.5% -6.1% 0.6% 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
5.8% - 6.3% - 0.50%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
0.2% - -1.8% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
0.7% - -8.3% - 0.99%
HVST
Income Generation
Risk Mitigation
3.8% 7.2% 1.5% 11.1% 0.90%
BEAR
Risk Mitigation
- -6.4% -14.8% -9.0% 1.0% 1.38%
BBOZ
Risk Mitigation
- -15.2% -32.5% -9.4% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
4.4% - 0.7% - 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.3% 3.3% 2.2% 0.18%
POU
Portfolio Diversification
- 3.2% -17.6% 1.7% 0.2% 0.45%
QCB
Portfolio Diversification
- 4.5% 9.0% -9.1% 0.7% 0.69%
OOO
Portfolio Diversification
- 7.3% 17.1% -20.6% 0.4% 0.69%
YMAX
Income Generation
Capital Appreciation
5.8% 12.1% 6.3% 9.5% 0.79%
EEU
Portfolio Diversification
- -1.3% -7.4% 0.8% - 0.45%
QOZ
Capital Appreciation
Income Generation
8.8% 25.6% 9.8% 5.0% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
10.0% 15.1% 11.3% 2.4% 0.40%
GEAR
Capital Appreciation
Income Generation
14.4% 33.8% 4.6% 6.2% 0.80%
GGUS
Capital Appreciation
- 16.9% 43.9% 10.1% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
7.0% - 10.1% - 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
16.6% - 31.7% - 0.57%
HACK
Capital Appreciation
Portfolio Diversification
7.0% - 8.3% - 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
5.6% - 16.8% - 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-4.2% - -20.1% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
4.1% - -5.6% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
- - -2.2% - 0.59%
QAU
Portfolio Diversification
- -6.1% 7.2% -3.4% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
4.0% 7.4% 4.6% 2.6% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
5.0% 4.5% 1.8% - 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
7.0% 12.0% 10.1% 0.6% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
6.1% 7.3% 12.2% 5.5% 0.79%
QFN
Capital Appreciation
Income Generation
9.3% 14.8% 11.1% 5.0% 0.39%
QRE
Capital Appreciation
- 12.8% 63.8% -5.5% 3.9% 0.39%
AUDS
Portfolio Diversification
- - - 3.7% - 1.38%
YANK
Portfolio Diversification
- - - -3.8% - 1.38%
USD
Portfolio Diversification
- 0.2% -7.1% 4.2% 0.1% 0.45%
BBUS
Risk Mitigation
- -18.1% -39.3% -33.7% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
6.4% - 13.3% 1.2% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
11.9% - 18.5% 0.8% 0.58%

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