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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.

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.)*
Active Australian Hybrids Fund	HBRD	Income Generation	Portfolio Diversification	1.0%	2.9%	3.2%	3.9%	0.55%
Agriculture ETF - Currency Hedged (synthetic)	QAG	Portfolio Diversification	-	-4.0%	-14.9%	-7.9%	-	1.44%
AMP Capital Dynamic Markets Fund (Hedge Fund)	DMKT	Capital Appreciation	Portfolio Diversification	1.3%	-6.4%	1.9%	-	0.61%
AMP Capital Global Infrastructure Securities Fund (Unhedged) (Managed Fund)	GLIN	Capital Appreciation	Portfolio Diversification Income Generation	12.6%	23.2%	8.8%	1.6%	0.85%
AMP Capital Global Property Securities Fund (Unhedged) (Managed Fund)	RENT	Capital Appreciation	Portfolio Diversification Income Generation	8.4%	21.1%	4.2%	0.9%	0.99%
Asia Technology Tigers	ASIA	Capital Appreciation	Portfolio Diversification	8.9%	-	-1.6%	-	0.67%
Australia 200 ETF	A200	Capital Appreciation	Portfolio Diversification	9.9%	-	5.4%	-	0.07%
Australian Bank Floating Rate Bond ETF	QPON	Income Generation	Portfolio Diversification Risk Mitigation	0.9%	2.4%	2.9%	-	0.22%
Australian Dividend Harvester Fund (managed fund)	HVST	Income Generation	Risk Mitigation	8.0%	4.0%	-0.8%	9.8%	0.90%
Australian Equities Bear Hedge Fund	BEAR	Risk Mitigation	-	-9.2%	-5.6%	-8.4%	-	1.38%
Australian Equities Strong Bear Hedge Fund	BBOZ	Risk Mitigation	-	-21.3%	-15.1%	-13.9%	-	1.38%
Australian EX-20 Portfolio Diversifier ETF	EX20	Portfolio Diversification	Capital Appreciation Income Generation	10.1%	4.7%	10.4%	4.8%	0.25%
Australian Financials Sector ETF	QFN	Capital Appreciation	Income Generation	5.5%	-1.9%	8.8%	4.5%	0.34%
Australian High Interest Cash ETF	AAA	Income Generation	Risk Mitigation	0.5%	2.0%	2.9%	2.0%	0.18%
Australian Investment Grade Corporate Bond ETF	CRED	Income Generation	Portfolio Diversification Risk Mitigation	3.7%	-	5.5%	-	0.25%
Australian Resources Sector ETF	QRE	Capital Appreciation	-	22.6%	19.9%	0.2%	3.7%	0.34%
Australian Small Companies Select Fund	SMLL	Capital Appreciation	Income Generation Portfolio Diversification	7.6%	1.5%	7.8%	5.1%	0.39%
Australian Sustainability Leaders ETF	FAIR	Capital Appreciation	Portfolio Diversification Income Generation	8.5%	9.0%	8.9%	2.3%	0.49%
BetaShares Legg Mason Australian Bond Fund	BNDS	Income Generation	Portfolio Diversification Risk Mitigation	2.9%	-	3.6%	-	0.42%
BetaShares Legg Mason Equity Income Fund	EINC	Income Generation	-	6.1%	-0.6%	2.1%	-	0.85%
BetaShares Legg Mason Real Income Fund	RINC	Income Generation	Portfolio Diversification	8.1%	14.2%	14.3%	-	0.85%
British Pound ETF	POU	Portfolio Diversification	-	7.0%	5.8%	2.8%	0.4%	0.45%
Commodities Basket ETF - Currency Hedged (synthetic)	QCB	Portfolio Diversification	-	1.0%	-8.4%	-7.3%	9.5%	1.29%
Crude Oil Index ETF - Currency Hedged (synthetic)	OOO	Portfolio Diversification	-	10.3%	-5.5%	-14.9%	1.6%	0.69%
Australian Top 20 Equity Yield Maximiser Fund (managed fund)	YMAX	Income Generation	Capital Appreciation	6.7%	3.0%	5.8%	9.0%	0.76%
Euro ETF	EEU	Portfolio Diversification	-	3.1%	1.8%	2.0%	-	0.45%
FTSE RAFI Australia 200 ETF	QOZ	Capital Appreciation	Income Generation	8.9%	4.5%	8.9%	7.1%	0.40%
FTSE RAFI U.S. 1000 ETF	QUS	Capital Appreciation	Portfolio Diversification	3.0%	11.6%	11.1%	3.4%	0.40%
Geared Australian Equity Fund (hedge fund)	GEAR	Capital Appreciation	Income Generation	20.2%	4.4%	8.1%	5.4%	0.80%
Geared U.S. Equity Fund - Currency Hedged (hedge fund)	GGUS	Capital Appreciation	-	1.2%	1.0%	15.2%	0.7%	0.80%
Global Agriculture ETF - Currency Hedged	FOOD	Capital Appreciation	Portfolio Diversification	-2.2%	-4.4%	6.2%	3.9%	0.57%
Global Banks ETF - Currency Hedged	BNKS	Capital Appreciation	Portfolio Diversification Income Generation	-0.3%	-11.2%	14.1%	4.7%	0.57%
Global Cybersecurity ETF	HACK	Capital Appreciation	Portfolio Diversification	13.6%	23.9%	19.7%	4.3%	0.67%
Global Energy Companies ETF - Currency Hedged	FUEL	Capital Appreciation	Portfolio Diversification	1.0%	4.8%	8.3%	3.0%	0.57%
Global Gold Miners ETF - Currency Hedged	MNRS	Capital Appreciation	Portfolio Diversification	21.2%	9.3%	-11.7%	-	0.57%
Global Healthcare ETF - Currency Hedged	DRUG	Capital Appreciation	Portfolio Diversification	-2.8%	11.2%	7.9%	3.5%	0.57%
Global Income Leaders	INCM	Income Generation	Portfolio Diversification	5.8%	-	5.1%	-	0.45%
Global Quality Leaders ETF	QLTY	Capital Appreciation	Portfolio Diversification	7.1%	-	5.5%	-	0.35%
Global Robotics and Artificial Intelligence ETF	RBTZ	Capital Appreciation	Portfolio Diversification	3.2%	-	-9.8%	-	0.57%
Global Sustainability Leaders ETF	ETHI	Capital Appreciation	Portfolio Diversification	6.7%	14.6%	17.2%	1.7%	0.59%
Gold Bullion ETF - Currency Hedged	QAU	Portfolio Diversification	-	8.2%	-1.0%	-1.6%	-	0.59%
Managed Risk Australian Share Fund (managed fund)	AUST	Risk Mitigation	Capital Appreciation Income Generation	6.3%	4.3%	5.6%	3.1%	0.49%
Managed Risk Global Share Fund (managed fund)	WRLD	Risk Mitigation	Capital Appreciation Portfolio Diversification	2.7%	7.1%	7.4%	1.8%	0.54%
NASDAQ 100 ETF	NDQ	Capital Appreciation	Portfolio Diversification	5.0%	13.9%	16.2%	0.5%	0.48%
S&P 500 Yield Maximiser Fund (managed fund)	UMAX	Income Generation	Capital Appreciation Portfolio Diversification	0.1%	10.5%	11.1%	5.4%	0.79%
Strong Australian Dollar Fund (hedge fund)	AUDS	Portfolio Diversification	-	-6.4%	-21.4%	-6.9%	-	1.38%
Strong U.S. Dollar Fund (hedge fund)	YANK	Portfolio Diversification	-	5.7%	21.0%	2.7%	2.8%	1.38%
U.S Dollar ETF	USD	Portfolio Diversification	-	3.1%	11.1%	4.1%	0.8%	0.45%
U.S. Equities Strong Bear Hedge Fund - Currency Hedged	BBUS	Risk Mitigation	-	-7.1%	-12.7%	-29.3%	-	1.38%
WisdomTree Europe ETF - Currency Hedged	HEUR	Capital Appreciation	Portfolio Diversification	4.1%	0.4%	9.2%	3.9%	0.58%
WisdomTree Japan ETF - Currency Hedged	HJPN	Capital Appreciation	Portfolio Diversification	-3.8%	-10.0%	8.2%	2.7%	0.58%

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