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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.

63 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.)*
Active Australian Hybrids Fund	HBRD	Income Generation	Portfolio Diversification	0.6%	6.1%	4.0%	2.6%	0.55%
Asia Technology Tigers	ASIA	Capital Appreciation	Portfolio Diversification	-9.2%	47.5%	27.9%	1.0%	0.67%
Australia 200 ETF	A200	Capital Appreciation	Portfolio Diversification	8.9%	28.9%	9.6%	2.3%	0.07%
Australian Bank Floating Rate Bond ETF	QPON	Income Generation	Portfolio Diversification Risk Mitigation	0.2%	1.8%	2.5%	0.7%	0.22%
Australian Dividend Harvester Fund (managed fund)	HVST	Income Generation	Risk Mitigation	6.2%	11.9%	0.8%	6.1%	0.90%
Australian Equities Bear Hedge Fund	BEAR	Risk Mitigation	-	-8.5%	-24.4%	-9.8%	-	1.38%
Australian Equities Strong Bear Hedge Fund	BBOZ	Risk Mitigation	-	-18.3%	-49.6%	-22.3%	-	1.38%
Australian Ex-20 Portfolio Diversifier ETF	EX20	Portfolio Diversification	Capital Appreciation Income Generation	5.6%	21.2%	9.5%	2.1%	0.25%
Australian Financials Sector ETF	QFN	Capital Appreciation	Income Generation	13.5%	46.5%	8.6%	1.0%	0.34%
Australian Government Bond ETF	AGVT	Risk Mitigation	Portfolio Diversification	2.4%	-2.4%	1.2%	1.0%	0.22%
Australian High Interest Cash ETF	AAA	Income Generation	Risk Mitigation	0.1%	0.5%	2.4%	0.5%	0.18%
Australian Investment Grade Corporate Bond ETF	CRED	Income Generation	Portfolio Diversification Risk Mitigation	1.6%	5.3%	6.7%	4.3%	0.25%
Australian Major Bank Hybrids Index ETF	BHYB	Income Generation	Portfolio Diversification	-	-	-	-	0.35%
Australian Resources Sector ETF	QRE	Capital Appreciation	-	3.3%	33.5%	2.6%	2.7%	0.34%
Australian Small Companies Select Fund	SMLL	Capital Appreciation	Income Generation Portfolio Diversification	7.9%	35.8%	11.0%	1.7%	0.39%
Australian Sustainability Leaders ETF	FAIR	Capital Appreciation	Portfolio Diversification Income Generation	8.2%	14.0%	9.2%	2.1%	0.49%
BetaShares Legg Mason Australian Bond Fund	BNDS	Income Generation	Portfolio Diversification Risk Mitigation	1.6%	-0.4%	4.5%	1.4%	0.42%
BetaShares Legg Mason Emerging Markets Fund	EMMG	Portfolio Diversification	Capital Appreciation	0.4%	33.3%	18.8%	0.2%	1.00%
BetaShares Legg Mason Equity Income Fund	EINC	Income Generation	-	7.7%	24.7%	5.6%	2.9%	0.85%
BetaShares Legg Mason Real Income Fund	RINC	Income Generation	Portfolio Diversification	7.9%	14.1%	5.8%	3.7%	0.85%
British Pound ETF	POU	Portfolio Diversification	-	1.6%	-1.9%	1.9%	0.5%	0.45%
Climate Change Innovation ETF	ERTH	Capital Appreciation	Portfolio Diversification	-	-	-	-	0.65%
Cloud Computing ETF	CLDD	Capital Appreciation	Portfolio Diversification	-3.1%	-	-	-	0.67%
Crude Oil Index ETF - Currency Hedged (synthetic)	OOO	Portfolio Diversification	-	7.4%	74.0%	-	5.7%	0.69%
Diversified All Growth ETF	DHHF	Portfolio Diversification	-	8.6%	-	-	-	0.19%
Australian Top 20 Equity Yield Maximiser Fund (managed fund)	YMAX	Income Generation	Capital Appreciation	9.7%	28.9%	6.3%	7.5%	0.76%
Ethical Diversified Balanced ETF	DBBF	Portfolio Diversification	-	4.4%	-	-	-	0.39%
Ethical Diversified Growth ETF	DGGF	Portfolio Diversification	-	6.1%	-	-	-	0.39%
Ethical Diversified High Growth ETF	DZZF	Portfolio Diversification	-	7.7%	-	-	-	0.39%
Euro ETF	EEU	Portfolio Diversification	-	0.5%	-6.8%	1.2%	-	0.45%
Europe ETF - Currency Hedged	HEUR	Capital Appreciation	Portfolio Diversification	12.2%	35.5%	10.4%	11.2%	0.56%
FTSE 100 ETF	F100	Portfolio Diversification	-	11.3%	17.1%	1.0%	2.0%	0.45%
FTSE RAFI Australia 200 ETF	QOZ	Capital Appreciation	Income Generation	8.1%	34.2%	9.1%	1.9%	0.40%
Geared Australian Equity Fund (hedge fund)	GEAR	Capital Appreciation	Income Generation	17.8%	65.9%	9.7%	2.6%	0.80%
Geared U.S. Equity Fund - Currency Hedged (hedge fund)	GGUS	Capital Appreciation	-	24.2%	97.7%	23.0%	-	0.80%
Global Agriculture ETF - Currency Hedged	FOOD	Capital Appreciation	Portfolio Diversification	11.3%	53.1%	10.3%	0.5%	0.57%
Global Banks ETF - Currency Hedged	BNKS	Capital Appreciation	Portfolio Diversification Income Generation	16.3%	53.7%	9.5%	0.9%	0.57%
Global Cybersecurity ETF	HACK	Capital Appreciation	Portfolio Diversification	5.3%	16.9%	19.3%	10.4%	0.67%
Global Energy Companies ETF - Currency Hedged	FUEL	Capital Appreciation	Portfolio Diversification	6.6%	25.0%	-0.3%	2.7%	0.57%
Global Gold Miners ETF - Currency Hedged	MNRS	Capital Appreciation	Portfolio Diversification	19.0%	11.3%	7.0%	2.5%	0.57%
Global Government Bond 20+ Year ETF – Currency Hedged	GGOV	Risk Mitigation	Portfolio Diversification	-0.7%	-8.3%	-8.0%	3.1%	0.22%
Global Healthcare ETF - Currency Hedged	DRUG	Capital Appreciation	Portfolio Diversification	8.9%	12.6%	9.8%	0.8%	0.57%
Global Income Leaders	INCM	Income Generation	Portfolio Diversification	14.0%	16.8%	1.5%	3.2%	0.45%
Global Quality Leaders ETF	QLTY	Capital Appreciation	Portfolio Diversification	9.5%	13.8%	19.0%	2.2%	0.35%
Global Quality Leaders ETF - Currency Hedged	HQLT	Capital Appreciation	Portfolio Diversification	9.7%	-	-	-	0.38%
Global Robotics and Artificial Intelligence ETF	RBTZ	Capital Appreciation	Portfolio Diversification	2.1%	26.9%	15.2%	3.7%	0.57%
Global Sustainability Leaders ETF	ETHI	Capital Appreciation	Portfolio Diversification	8.7%	23.1%	21.6%	9.4%	0.59%
Global Sustainability Leaders ETF – Currency Hedged	HETH	Capital Appreciation	Portfolio Diversification	8.6%	-	-	-	0.62%
Gold Bullion ETF - Currency Hedged	QAU	Portfolio Diversification	-	7.6%	8.7%	1.9%	2.3%	0.59%
India Quality ETF	IIND	Capital Appreciation	Portfolio Diversification	7.9%	28.2%	9.5%	0.3%	0.80%
Japan ETF - Currency Hedged	HJPN	Capital Appreciation	Portfolio Diversification	6.1%	35.1%	10.7%	0.2%	0.56%
Managed Risk Australian Share Fund (managed fund)	AUST	Risk Mitigation	Capital Appreciation Income Generation	6.1%	15.6%	5.9%	2.3%	0.49%
Managed Risk Global Share Fund (managed fund)	WRLD	Risk Mitigation	Capital Appreciation Portfolio Diversification	7.5%	11.4%	7.9%	0.8%	0.54%
NASDAQ 100 ETF	NDQ	Capital Appreciation	Portfolio Diversification	6.1%	23.0%	20.9%	2.3%	0.48%
NASDAQ 100 ETF – Currency Hedged	HNDQ	Capital Appreciation	Portfolio Diversification	5.9%	-	-	-	0.51%
S&P 500 Equal Weight ETF	QUS	Capital Appreciation	Portfolio Diversification	13.0%	-	-	-	0.29%
S&P 500 Yield Maximiser Fund (managed fund)	UMAX	Income Generation	Capital Appreciation Portfolio Diversification	7.5%	14.5%	10.1%	6.7%	0.79%
S&P/ASX Australian Technology ETF	ATEC	Capital Appreciation	Portfolio Diversification	-0.2%	33.2%	39.3%	1.3%	0.48%
Strong Australian Dollar Fund (hedge fund)	AUDS	Portfolio Diversification	-	-0.4%	35.4%	-3.0%	10.2%	1.38%
Strong U.S. Dollar Fund (hedge fund)	YANK	Portfolio Diversification	-	-0.4%	-31.7%	-5.1%	-	1.38%
Sustainability Leaders Diversified Bond ETF - Currency Hedged	GBND	Portfolio Diversification	Risk Mitigation	0.3%	0.0%	0.9%	0.4%	0.49%
U.S. Equities Strong Bear Hedge Fund - Currency Hedged	BBUS	Risk Mitigation	-	-22.1%	-59.7%	-35.9%	-	1.38%
U.S Dollar ETF	USD	Portfolio Diversification	-	-0.1%	-14.5%	2.5%	1.2%	0.45%

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