Compare Funds

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.

40 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.)*
Agriculture ETF - Currency Hedged (synthetic)	QAG	Portfolio Diversification	-	-4.3%	-6.9%	-7.5%	-	0.69%
AMP Capital Dynamic Markets Fund (Hedge Fund)	DMKT	Capital Appreciation	Portfolio Diversification	-1.1%	5.5%	5.2%	-	0.50%
AMP Capital Global Infrastructure Securities Fund (Unhedged) (Managed Fund)	GLIN	Capital Appreciation	Portfolio Diversification Income Generation	-2.1%	7.8%	7.1%	1.6%	0.85%
AMP Capital Global Property Securities Fund (Unhedged) (Managed Fund)	RENT	Capital Appreciation	Portfolio Diversification Income Generation	-3.1%	-5.9%	-5.5%	0.9%	0.99%
Australian Bank Floating Rate Bond ETF	QPON	Income Generation	Portfolio Diversification Risk Mitigation	-	-	1.1%	-	0.22%
Australian Dividend Harvester Fund (managed fund)	HVST	Income Generation	Risk Mitigation	-6.9%	-6.2%	-1.4%	11.6%	0.90%
Australian Equities Bear Hedge Fund	BEAR	Risk Mitigation	-	-0.0%	-8.3%	-8.6%	-	1.38%
Australian Equities Strong Bear Hedge Fund	BBOZ	Risk Mitigation	-	-0.3%	-20.2%	-10.4%	-	1.38%
Australian EX-20 Portfolio Diversifier ETF	EX20	Portfolio Diversification	Capital Appreciation Income Generation	1.7%	-	10.0%	1.7%	0.25%
Australian High Interest Cash ETF	AAA	Income Generation	Risk Mitigation	0.5%	2.0%	3.1%	2.0%	0.18%
Australian Small Companies Select Fund (managed fund)	SMLL	Capital Appreciation	Income Generation Portfolio Diversification	4.0%	-	2.4%	-	0.39%
British Pound ETF	POU	Portfolio Diversification	-	-6.4%	-7.1%	1.2%	-	0.45%
Commodities Basket ETF - Currency Hedged (synthetic)	QCB	Portfolio Diversification	-	0.5%	3.2%	-8.8%	-	0.69%
Crude Oil Index ETF - Currency Hedged (synthetic)	OOO	Portfolio Diversification	-	-3.5%	-6.6%	-21.0%	-	0.69%
Australian Top 20 Equity Yield Maximiser Fund (managed fund)	YMAX	Income Generation	Capital Appreciation	0.3%	7.6%	5.8%	8.7%	0.79%
Euro ETF	EEU	Portfolio Diversification	-	-0.9%	0.7%	1.5%	-	0.45%
FTSE RAFI Australia 200 ETF	QOZ	Capital Appreciation	Income Generation	1.8%	14.4%	9.4%	3.3%	0.40%
FTSE RAFI U.S. 1000 ETF	QUS	Capital Appreciation	Portfolio Diversification	-4.4%	6.6%	8.8%	2.3%	0.40%
Geared Australian Equity Fund (hedge fund)	GEAR	Capital Appreciation	Income Generation	0.8%	17.6%	6.2%	6.5%	0.80%
Geared U.S. Equity Fund - Currency Hedged (hedge fund)	GGUS	Capital Appreciation	-	5.0%	31.7%	16.3%	0.7%	0.80%
Global Agriculture ETF - Currency Hedged	FOOD	Capital Appreciation	Portfolio Diversification	1.8%	11.1%	14.1%	1.0%	0.57%
Global Banks ETF - Currency Hedged	BNKS	Capital Appreciation	Portfolio Diversification Income Generation	4.7%	29.4%	36.4%	1.6%	0.57%
Global Cybersecurity ETF	HACK	Capital Appreciation	Portfolio Diversification	-7.2%	8.3%	7.5%	2.7%	0.67%
Global Energy Companies ETF - Currency Hedged	FUEL	Capital Appreciation	Portfolio Diversification	-2.3%	1.7%	6.8%	4.4%	0.57%
Global Gold Miners ETF - Currency Hedged	MNRS	Capital Appreciation	Portfolio Diversification	1.7%	-9.4%	-19.4%	0.4%	0.57%
Global Healthcare ETF - Currency Hedged	DRUG	Capital Appreciation	Portfolio Diversification	3.9%	12.0%	7.3%	-	0.57%
Global Sustainability Leaders ETF	ETHI	Capital Appreciation	Portfolio Diversification	-3.2%	-	8.3%	1.2%	0.59%
Gold Bullion ETF - Currency Hedged	QAU	Portfolio Diversification	-	3.1%	-1.2%	-1.8%	-	0.59%
Managed Risk Australian Share Fund (managed fund)	AUST	Risk Mitigation	Capital Appreciation Income Generation	0.4%	4.9%	4.9%	3.3%	0.49%
Managed Risk Global Share Fund (managed fund)	WRLD	Risk Mitigation	Capital Appreciation Portfolio Diversification	-3.4%	8.5%	4.5%	0.9%	0.54%
NASDAQ 100 ETF	NDQ	Capital Appreciation	Portfolio Diversification	-2.8%	19.5%	13.2%	0.5%	0.48%
S&P 500 Yield Maximiser Fund (managed fund)	UMAX	Income Generation	Capital Appreciation Portfolio Diversification	-3.6%	6.9%	11.0%	5.1%	0.79%
S&P/ASX 200 Financials Sector ETF	QFN	Capital Appreciation	Income Generation	0.5%	13.0%	10.5%	5.2%	0.39%
S&P/ASX 200 Resources Sector ETF	QRE	Capital Appreciation	-	8.3%	26.5%	-4.3%	1.5%	0.39%
Strong Australian Dollar Fund (hedge fund)	AUDS	Portfolio Diversification	-	15.8%	-	15.2%	-	1.38%
Strong U.S. Dollar Fund (hedge fund)	YANK	Portfolio Diversification	-	-16.1%	-	-15.9%	-	1.38%
U.S Dollar ETF	USD	Portfolio Diversification	-	-6.1%	-5.4%	3.1%	0.2%	0.45%
U.S. Equities Strong Bear Hedge Fund - Currency Hedged	BBUS	Risk Mitigation	-	-6.0%	-30.8%	-32.9%	-	1.38%
WisdomTree Europe ETF - Currency Hedged	HEUR	Capital Appreciation	Portfolio Diversification	-3.8%	18.5%	18.1%	1.7%	0.58%
WisdomTree Japan ETF - Currency Hedged	HJPN	Capital Appreciation	Portfolio Diversification	3.5%	24.2%	18.9%	2.4%	0.58%

Compare Funds

FILTER BY

40 Results

Subscribe for the latest industry news and tips