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.

55 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
2.2% 5.4% 5.1% 3.7% 0.55%
QAG
Portfolio Diversification
- -10.1% -12.2% -8.4% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
1.1% -2.9% 2.1% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
7.4% 21.3% 11.7% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
7.6% 17.7% 7.7% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
10.6% - 2.1% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
4.3% 9.1% 11.3% 3.4% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.9% 3.4% 3.2% 2.5% 0.22%
HVST
Income Generation
Risk Mitigation
2.7% 8.7% 1.0% 10.7% 0.90%
BEAR
Risk Mitigation
- -4.0% -7.6% -9.0% - 1.38%
BBOZ
Risk Mitigation
- -10.3% -20.5% -16.7% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
4.6% 6.2% 11.7% 4.8% 0.25%
QFN
Capital Appreciation
Income Generation
2.5% 5.0% 9.1% 3.4% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
- - 3.3% - 0.22%
AAA
Income Generation
Risk Mitigation
0.4% 1.9% 2.8% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
5.1% 15.0% 13.4% 3.4% 0.25%
QRE
Capital Appreciation
- -0.9% 12.3% 0.1% 7.2% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
2.6% 3.3% 8.8% 2.4% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
5.4% 11.5% 14.1% 3.4% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
3.5% - 11.4% - 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
6.3% - 6.9% - 1.00%
EINC
Income Generation
- 4.3% 7.3% 8.2% 4.2% 0.85%
RINC
Income Generation
Portfolio Diversification
9.3% 22.3% 20.5% 4.3% 0.85%
POU
Portfolio Diversification
- -0.6% 0.7% 2.2% 0.5% 0.45%
QCB
Portfolio Diversification
- -3.8% -12.4% -7.7% - 1.29%
OOO
Portfolio Diversification
- 2.3% -23.5% -14.6% 1.2% 0.69%
YMAX
Income Generation
Capital Appreciation
1.7% 4.8% 6.3% 9.6% 0.76%
EEU
Portfolio Diversification
- 1.5% 1.1% 2.1% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
3.7% 1.9% 9.2% - 0.56%
F100
Portfolio Diversification
- - - -2.3% - 0.45%
QOZ
Capital Appreciation
Income Generation
2.6% 7.4% 9.4% 6.6% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
8.2% 4.9% 11.6% 4.4% 0.40%
GEAR
Capital Appreciation
Income Generation
8.6% 9.6% 10.8% 6.9% 0.80%
GGUS
Capital Appreciation
- 13.6% -5.4% 15.7% 0.1% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
4.0% -3.1% 5.6% 0.5% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-2.1% -10.9% 9.2% 1.4% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
7.6% 6.3% 18.5% 9.8% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-3.6% -16.4% 3.9% 1.3% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
41.1% 69.9% -0.1% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
5.5% 0.5% 7.1% 0.3% 0.57%
INCM
Income Generation
Portfolio Diversification
3.5% - 7.7% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
9.7% - 17.8% - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
2.6% - -8.0% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
10.4% 13.2% 19.3% 4.2% 0.59%
QAU
Portfolio Diversification
- 17.4% 24.8% 0.1% - 0.59%
IIND
Capital Appreciation
Portfolio Diversification
- - 1.1% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
1.6% -13.8% 4.7% 0.4% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
2.7% 4.8% 6.9% 3.1% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
5.6% 4.1% 8.3% 1.1% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
11.1% 8.3% 17.9% 2.4% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
9.2% 5.9% 12.4% 5.4% 0.79%
AUDS
Portfolio Diversification
- -8.4% -16.5% -10.5% - 1.38%
YANK
Portfolio Diversification
- 7.3% 15.8% 7.0% 17.9% 1.38%
USD
Portfolio Diversification
- 3.3% 9.4% 4.7% 2.3% 0.45%
BBUS
Risk Mitigation
- -13.9% -10.9% -28.7% - 1.38%