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.

41 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.)*
HBRD
Income Generation
Portfolio Diversification
- - - - 0.55%
QAG
Portfolio Diversification
- -8.5% -14.4% -7.5% - 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
4.4% 10.3% 8.4% - 0.50%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
2.8% 13.1% 7.5% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
4.8% 5.8% -2.5% 0.9% 0.99%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
1.0% - 1.9% - 0.22%
HVST
Income Generation
Risk Mitigation
-1.6% -2.6% -1.0% 11.4% 0.90%
BEAR
Risk Mitigation
- -4.1% -12.9% -9.0% - 1.38%
BBOZ
Risk Mitigation
- -9.8% -28.8% -12.9% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
7.7% 20.0% 14.6% 1.6% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 3.1% 2.0% 0.18%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
7.2% - 7.0% - 0.39%
POU
Portfolio Diversification
- 4.8% 7.6% 2.1% - 0.45%
QCB
Portfolio Diversification
- 2.8% 4.7% -8.0% - 0.69%
OOO
Portfolio Diversification
- 6.3% 3.3% -18.8% - 0.69%
YMAX
Income Generation
Capital Appreciation
2.5% 10.5% 6.2% 8.7% 0.79%
EEU
Portfolio Diversification
- 2.8% 5.0% 1.7% - 0.45%
QOZ
Capital Appreciation
Income Generation
4.0% 16.8% 9.8% 3.2% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
8.2% 19.0% 11.3% 2.1% 0.40%
GEAR
Capital Appreciation
Income Generation
9.3% 33.4% 8.3% 6.0% 0.80%
GGUS
Capital Appreciation
- 9.3% 50.6% 19.5% 0.7% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
6.2% 18.9% 17.5% 0.9% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
5.5% 32.5% 37.7% 1.5% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
9.5% 14.1% 13.0% 2.5% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
7.4% 7.7% 13.5% 4.0% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-0.8% -12.4% -22.0% 0.4% 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
2.0% 19.4% 6.7% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
9.5% - 16.5% 1.2% 0.59%
QAU
Portfolio Diversification
- 0.3% -0.9% -2.2% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
4.0% 11.0% 6.3% 3.2% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
8.3% 19.4% 8.2% 0.9% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
10.8% 29.8% 15.8% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
6.7% 16.3% 12.4% 4.5% 0.79%
QFN
Capital Appreciation
Income Generation
2.0% 16.4% 10.9% 5.0% 0.39%
QRE
Capital Appreciation
- 8.7% 21.8% -3.8% 1.5% 0.39%
AUDS
Portfolio Diversification
- -9.6% - 5.5% - 1.38%
YANK
Portfolio Diversification
- 9.7% - -8.8% - 1.38%
USD
Portfolio Diversification
- 4.2% -0.8% 3.6% 0.2% 0.45%
BBUS
Risk Mitigation
- -10.3% -40.6% -34.1% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
7.3% 25.8% 21.9% 1.6% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
11.3% 32.6% 25.8% 2.1% 0.58%