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.

60 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% 5.7% 4.6% 3.5% 0.55%
QAG
Portfolio Diversification
- 2.7% -4.3% -7.3% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
4.8% 9.0% 3.0% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
2.3% 37.9% 12.3% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-1.7% 25.9% 7.0% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
14.2% 37.2% 15.0% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
0.6% 23.2% 10.6% 3.6% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.5% 3.7% 3.0% 2.2% 0.22%
HVST
Income Generation
Risk Mitigation
-2.6% 13.9% 0.5% 11.0% 0.90%
BEAR
Risk Mitigation
- 0.1% -18.7% -8.8% - 1.38%
BBOZ
Risk Mitigation
- 0.1% -40.8% -16.6% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
3.1% 27.1% 12.1% 4.5% 0.25%
QFN
Capital Appreciation
Income Generation
-6.4% 13.1% 8.4% 3.5% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
-2.2% - 0.2% - 0.22%
AAA
Income Generation
Risk Mitigation
0.3% 1.7% 2.8% 1.7% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
-1.2% 11.7% 9.4% 3.4% 0.25%
QRE
Capital Appreciation
- 4.6% 25.0% 0.9% 6.7% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-0.7% 20.5% 8.2% 2.4% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
3.0% 24.8% 12.4% 3.3% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
-1.3% 7.3% 8.3% - 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
8.3% - 19.3% - 1.00%
EINC
Income Generation
- -1.4% 21.3% 7.2% 4.4% 0.85%
RINC
Income Generation
Portfolio Diversification
-0.8% 21.4% 15.8% 4.5% 0.85%
POU
Portfolio Diversification
- 3.2% 4.3% 2.6% 0.5% 0.45%
QCB
Portfolio Diversification
- 5.1% 6.0% -6.6% - 1.29%
OOO
Portfolio Diversification
- 12.8% 30.8% -12.9% 3.9% 0.69%
DBBF
Portfolio Diversification
- - - -0.4% - 0.26%
DZZF
Portfolio Diversification
- - - -0.4% - 0.26%
DGGF
Portfolio Diversification
- - - 0.0% - 0.26%
DHHF
Portfolio Diversification
- - - 0.6% - 0.26%
YMAX
Income Generation
Capital Appreciation
-0.9% 13.7% 6.1% 9.1% 0.76%
EEU
Portfolio Diversification
- -1.4% -2.2% 1.7% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
5.4% 26.2% 10.9% - 0.56%
F100
Portfolio Diversification
- 5.6% - 7.3% - 0.45%
QOZ
Capital Appreciation
Income Generation
-1.6% 19.6% 9.2% 6.5% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
3.9% 27.2% 12.3% 4.1% 0.40%
GEAR
Capital Appreciation
Income Generation
0.6% 52.1% 11.0% 6.6% 0.80%
GGUS
Capital Appreciation
- 17.4% 69.0% 19.7% 0.1% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
4.7% 16.4% 7.3% 0.5% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
8.6% 19.5% 13.1% 1.2% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
4.2% 28.3% 17.1% 9.6% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
3.4% 9.9% 5.9% 1.2% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
14.5% 51.0% 0.8% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
12.1% 20.6% 9.9% 0.3% 0.57%
INCM
Income Generation
Portfolio Diversification
3.8% 22.6% 14.3% 3.2% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
6.8% 34.5% 23.5% 1.7% 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
6.1% 31.2% 2.6% 0.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
8.2% 35.6% 20.1% 3.9% 0.59%
QAU
Portfolio Diversification
- 1.8% 16.7% - - 0.59%
IIND
Capital Appreciation
Portfolio Diversification
-1.8% - 3.2% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
10.1% 19.3% 8.8% 0.4% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
-0.3% 15.1% 6.5% 3.1% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
3.3% 19.5% 8.9% 1.1% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
8.2% 38.7% 18.7% 2.2% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
1.3% 21.7% 12.2% 5.5% 0.79%
AUDS
Portfolio Diversification
- 8.2% -4.2% -6.8% - 1.38%
YANK
Portfolio Diversification
- -8.0% 1.6% 3.2% 19.6% 1.38%
GBND
Portfolio Diversification
Risk Mitigation
- - -1.0% - 0.49%
USD
Portfolio Diversification
- -3.7% 2.0% 4.0% 2.4% 0.45%
BBUS
Risk Mitigation
- -18.1% -48.1% -30.9% - 1.38%