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.

46 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
2.1% - 2.9% - 0.55%
QAG
Portfolio Diversification
- -6.1% -11.9% -7.2% - 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
-0.3% 5.8% 5.9% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
8.0% 7.8% 7.2% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
4.1% 13.3% 1.9% 0.9% 0.99%
A200
Capital Appreciation
Portfolio Diversification
- - - - 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.6% 2.4% 2.9% - 0.22%
HVST
Income Generation
Risk Mitigation
5.4% -2.0% -0.9% 10.9% 0.90%
BEAR
Risk Mitigation
- -5.2% -11.1% -9.1% - 1.38%
BBOZ
Risk Mitigation
- -12.1% -25.1% -15.1% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
4.3% 18.9% 14.4% 4.4% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 3.0% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
- - 0.5% - 0.25%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
1.8% 17.0% 12.4% 3.7% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
4.9% - 7.4% - 0.49%
EINC
Income Generation
- 3.5% - 4.1% - 0.85%
RINC
Income Generation
Portfolio Diversification
5.0% - 8.4% - 0.85%
POU
Portfolio Diversification
- -3.3% 6.7% 2.2% 0.4% 0.45%
QCB
Portfolio Diversification
- -3.6% 4.5% -6.9% 8.8% 0.69%
OOO
Portfolio Diversification
- 2.4% 37.4% -13.6% 1.4% 0.69%
YMAX
Income Generation
Capital Appreciation
4.7% 9.3% 6.6% 8.5% 0.76%
EEU
Portfolio Diversification
- -1.8% 6.1% 2.0% - 0.45%
QOZ
Capital Appreciation
Income Generation
5.5% 12.4% 10.0% 6.1% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
6.8% 21.0% 12.3% 3.0% 0.40%
GEAR
Capital Appreciation
Income Generation
11.2% 27.4% 10.7% 6.7% 0.80%
GGUS
Capital Appreciation
- 16.3% 30.5% 21.3% 0.7% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
0.4% 5.1% 10.0% 3.4% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-0.8% 6.8% 23.0% 3.7% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
2.5% 31.8% 18.7% 4.9% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
5.5% 25.7% 16.9% 2.2% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-3.8% -9.0% -18.1% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
9.6% 12.6% 9.4% 3.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
6.4% 24.0% 19.4% 1.8% 0.59%
QAU
Portfolio Diversification
- -7.7% -5.2% -2.7% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
5.4% 11.7% 7.3% 4.4% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
4.5% 15.9% 8.6% 1.5% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
11.3% 32.6% 18.4% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
8.4% 18.1% 12.8% 4.4% 0.79%
QFN
Capital Appreciation
Income Generation
5.9% 2.0% 9.8% 4.2% 0.39%
QRE
Capital Appreciation
- 6.1% 33.7% -0.8% 1.2% 0.39%
AUDS
Portfolio Diversification
- -3.8% -17.6% -2.4% - 1.38%
YANK
Portfolio Diversification
- 2.6% 16.4% -2.0% 3.1% 1.38%
USD
Portfolio Diversification
- 1.8% 8.0% 3.7% 0.8% 0.45%
BBUS
Risk Mitigation
- -13.7% -30.5% -32.8% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
2.8% 8.3% 14.5% 4.0% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-1.5% 8.8% 15.2% 2.8% 0.58%