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.

44 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
-1.2% - -0.1% - 0.55%
QAG
Portfolio Diversification
- 3.6% -7.2% -6.8% - 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
-2.5% 2.5% 5.2% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
-5.3% -0.8% 2.3% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-2.2% 5.3% -2.0% 0.9% 0.99%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.1% - 2.4% - 0.22%
HVST
Income Generation
Risk Mitigation
-6.4% -16.1% -3.1% 11.6% 0.90%
BEAR
Risk Mitigation
- 4.8% -0.2% -8.1% - 1.38%
BBOZ
Risk Mitigation
- 11.2% -1.7% -10.2% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
-2.2% 12.0% 12.1% 2.1% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 3.0% 2.0% 0.18%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-2.5% - 10.7% - 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-1.2% - -0.6% - 0.49%
EINC
Income Generation
- - - -0.4% - 0.85%
RINC
Income Generation
Portfolio Diversification
- - 0.9% - 0.85%
POU
Portfolio Diversification
- 5.7% 11.3% 2.8% - 0.45%
QCB
Portfolio Diversification
- -0.8% 4.6% -7.2% - 0.69%
OOO
Portfolio Diversification
- 8.0% 22.7% -15.4% - 0.69%
YMAX
Income Generation
Capital Appreciation
-3.4% -1.2% 5.5% 8.6% 0.79%
EEU
Portfolio Diversification
- 4.3% 13.8% 2.4% - 0.45%
QOZ
Capital Appreciation
Income Generation
-4.5% 1.5% 8.7% 4.0% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
-0.7% 8.7% 10.6% 2.2% 0.40%
GEAR
Capital Appreciation
Income Generation
-9.2% 0.6% 6.5% 6.5% 0.80%
GGUS
Capital Appreciation
- -5.6% 22.6% 17.4% 0.6% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-5.5% 7.9% 11.4% 1.1% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-2.2% 11.3% 27.7% 2.0% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
10.5% 14.7% 17.6% 2.3% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-3.8% 4.0% 10.7% 4.0% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-6.4% -11.1% -20.2% 0.5% 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
-2.4% 6.9% 4.5% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
4.1% 18.6% 17.7% 1.3% 0.59%
QAU
Portfolio Diversification
- 1.7% 5.3% -1.6% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
-4.1% 1.1% 4.8% 4.2% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
0.1% 11.4% 7.2% 1.0% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
5.0% 20.9% 15.5% 0.4% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
-0.8% 7.0% 10.9% 4.2% 0.79%
QFN
Capital Appreciation
Income Generation
-6.0% -7.0% 9.4% 3.9% 0.39%
QRE
Capital Appreciation
- -4.3% 17.5% -2.9% 1.3% 0.39%
AUDS
Portfolio Diversification
- -4.3% -0.9% 3.6% - 1.38%
YANK
Portfolio Diversification
- 3.9% -3.7% -7.2% - 1.38%
USD
Portfolio Diversification
- 2.1% -0.4% 3.4% 0.2% 0.45%
BBUS
Risk Mitigation
- -0.6% -27.7% -32.4% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
-1.6% 2.2% 13.5% 1.5% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-5.8% 13.0% 17.7% 2.3% 0.58%