Compare Funds | BetaShares

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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.

51 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
0.5% - 3.4% - 0.55%
QAG
Portfolio Diversification
- -5.6% -9.1% -7.7% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
-6.9% -5.7% 2.0% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
-0.3% 4.5% 6.3% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-0.9% 7.1% 1.3% 0.9% 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
- - -10.6% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
- - - - 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.9% 2.3% 3.0% - 0.22%
HVST
Income Generation
Risk Mitigation
-6.7% -7.1% -2.6% 11.2% 0.90%
BEAR
Risk Mitigation
- 7.0% -0.8% -7.8% - 1.38%
BBOZ
Risk Mitigation
- -12.1% -25.1% -15.1% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
-6.8% 2.9% 8.8% 4.7% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 2.9% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
1.2% - 1.7% - 0.25%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-7.6% 0.8% 4.9% 4.0% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-4.0% - 3.0% - 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
- - - - 0.42%
EINC
Income Generation
- -6.9% - -3.1% - 0.85%
RINC
Income Generation
Portfolio Diversification
-2.8% - 5.4% - 0.85%
POU
Portfolio Diversification
- 2.2% 4.1% 2.4% 0.4% 0.45%
QCB
Portfolio Diversification
- -3.1% -1.5% -7.1% 9.1% 1.29%
OOO
Portfolio Diversification
- -3.5% 24.8% -13.6% 1.4% 0.69%
YMAX
Income Generation
Capital Appreciation
-5.9% 0.4% 5.2% 9.3% 0.76%
EEU
Portfolio Diversification
- 1.5% 4.8% 2.1% - 0.45%
QOZ
Capital Appreciation
Income Generation
-6.3% 1.2% 8.1% 6.5% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
0.7% 12.7% 11.6% - 0.40%
GEAR
Capital Appreciation
Income Generation
-16.0% -2.1% 5.9% 7.9% 0.80%
GGUS
Capital Appreciation
- -11.2% 6.0% 15.2% 0.8% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-2.5% -3.6% 7.6% 3.5% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-8.0% -6.8% 15.9% 4.1% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
0.4% 20.9% 16.6% 4.8% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-8.8% 6.8% 10.6% 2.4% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-11.4% -18.7% -20.6% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
-0.8% 9.4% 7.9% 3.5% 0.57%
INCM
Income Generation
Portfolio Diversification
- - 0.1% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
- - - - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
- - -9.4% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
0.9% 14.3% 17.0% 1.8% 0.59%
QAU
Portfolio Diversification
- -0.5% -5.9% -2.7% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
-5.5% 1.5% 4.7% 4.7% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
-0.7% 6.3% 7.5% 1.5% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
1.2% 21.1% 17.3% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
1.2% 11.9% 12.3% 4.7% 0.79%
QFN
Capital Appreciation
Income Generation
-8.1% -8.1% 8.3% 4.6% 0.39%
QRE
Capital Appreciation
- -6.0% 15.5% -1.6% 1.2% 0.39%
AUDS
Portfolio Diversification
- -11.7% -19.6% -8.2% - 1.38%
YANK
Portfolio Diversification
- 11.0% 17.7% 3.7% 2.8% 1.38%
USD
Portfolio Diversification
- 5.3% 9.1% 4.3% 0.8% 0.45%
BBUS
Risk Mitigation
- 7.6% -16.6% -29.1% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
-9.2% -8.4% 8.6% 4.4% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-5.7% -7.9% 10.9% 3.0% 0.58%