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
0.3% 2.9% 3.6% 4.0% 0.55%
QAG
Portfolio Diversification
- 1.2% -8.1% -7.7% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
-6.9% -9.0% 0.7% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
-5.0% - 3.7% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-4.9% 2.7% 0.5% 0.9% 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
-14.3% - -12.8% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
-8.1% - -4.2% - 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.2% 1.8% 2.6% - 0.22%
HVST
Income Generation
Risk Mitigation
-6.0% -6.3% -2.5% 10.9% 0.90%
BEAR
Risk Mitigation
- 9.7% 5.2% -7.2% - 1.38%
BBOZ
Risk Mitigation
- 22.4% 10.2% -8.5% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
-11.1% -6.0% 6.0% 4.9% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.1% 2.9% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
2.1% - 3.2% - 0.25%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-11.9% -9.4% 1.7% 4.2% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-7.0% 1.9% 2.2% 1.0% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
- - 2.1% - 0.42%
EINC
Income Generation
- -9.2% - -6.1% - 0.85%
RINC
Income Generation
Portfolio Diversification
0.6% - 8.6% - 0.85%
POU
Portfolio Diversification
- 0.4% 4.6% 2.4% 0.4% 0.45%
QCB
Portfolio Diversification
- -12.7% -13.2% -8.2% 10.0% 1.29%
OOO
Portfolio Diversification
- -38.4% -22.2% -17.7% 2.0% 0.69%
YMAX
Income Generation
Capital Appreciation
-6.4% -3.2% 4.9% 9.4% 0.76%
EEU
Portfolio Diversification
- 1.0% 5.3% 2.2% - 0.45%
QOZ
Capital Appreciation
Income Generation
-8.3% -4.9% 7.4% 6.7% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
-11.6% 0.9% 8.9% 3.2% 0.40%
GEAR
Capital Appreciation
Income Generation
-22.1% -15.9% 3.7% 8.7% 0.80%
GGUS
Capital Appreciation
- -32.3% -19.5% 8.0% 0.9% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-12.6% -13.5% 3.8% 3.8% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-12.8% -17.0% 10.5% 4.4% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
-15.4% 12.9% 12.6% 5.1% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-20.0% -10.6% 4.4% 2.7% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
17.4% -7.0% -14.6% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
-9.1% 4.0% 5.8% 3.6% 0.57%
INCM
Income Generation
Portfolio Diversification
- - -4.2% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
- - -5.2% - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
-23.4% - -21.2% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
-9.7% 8.6% 13.0% 1.9% 0.59%
QAU
Portfolio Diversification
- 8.0% -2.5% -2.0% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
-6.9% -3.2% 3.9% 4.8% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
-8.8% 1.0% 5.7% 1.6% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
-14.6% 10.5% 13.6% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
-10.7% 4.1% 10.1% 5.0% 0.79%
QFN
Capital Appreciation
Income Generation
-7.5% -9.9% 7.9% 4.6% 0.39%
QRE
Capital Appreciation
- -8.2% 2.8% -1.7% 1.3% 0.39%
AUDS
Portfolio Diversification
- -6.4% -23.4% -8.1% - 1.38%
YANK
Portfolio Diversification
- 5.4% 24.4% 3.9% 2.8% 1.38%
USD
Portfolio Diversification
- 3.3% 12.4% 4.3% 0.8% 0.45%
BBUS
Risk Mitigation
- 35.5% 6.0% -24.7% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
-11.2% -10.3% 5.7% 4.6% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-20.1% -21.0% 5.1% 3.4% 0.58%