Compare Funds | BetaShares

Compare Funds

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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
- - 1.6% - 0.55%
QAG
Portfolio Diversification
- -0.8% -13.3% -7.3% - 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
1.9% 6.3% 8.3% - 0.50%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
-4.9% 7.5% 3.2% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-1.2% 3.8% -2.9% 0.9% 0.99%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.7% - 2.5% - 0.22%
HVST
Income Generation
Risk Mitigation
-3.0% -8.9% -1.8% 11.4% 0.90%
BEAR
Risk Mitigation
- -2.3% -9.1% -9.0% - 1.38%
BBOZ
Risk Mitigation
- -5.7% -20.8% -13.6% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
4.3% 19.9% 15.3% 1.5% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 3.0% 1.8% 0.18%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
4.7% - 12.0% - 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
- - 0.7% - 0.49%
EINC
Income Generation
- - - - - 0.85%
RINC
Income Generation
Portfolio Diversification
- - - - 0.85%
POU
Portfolio Diversification
- 1.4% 5.7% 2.3% - 0.45%
QCB
Portfolio Diversification
- 4.5% 4.6% -7.0% - 0.69%
OOO
Portfolio Diversification
- 18.7% 14.2% -15.8% - 0.69%
YMAX
Income Generation
Capital Appreciation
2.4% 6.9% 6.4% 8.5% 0.79%
EEU
Portfolio Diversification
- 1.1% 7.6% 1.8% - 0.45%
QOZ
Capital Appreciation
Income Generation
3.2% 10.8% 10.0% 3.1% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
3.8% 12.4% 11.7% 2.1% 0.40%
GEAR
Capital Appreciation
Income Generation
5.2% 22.7% 9.2% 5.6% 0.80%
GGUS
Capital Appreciation
- 21.3% 56.3% 26.9% 0.6% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
4.5% 16.2% 17.8% 0.9% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
9.4% 24.3% 38.6% - 0.57%
HACK
Capital Appreciation
Portfolio Diversification
2.3% 9.0% 12.4% - 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
6.8% 8.9% 15.9% 3.8% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-0.5% -9.0% -19.0% 0.4% 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
5.6% 21.1% 9.4% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
3.9% 23.8% 19.5% 1.1% 0.59%
QAU
Portfolio Diversification
- 4.9% 10.7% -1.4% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
2.8% 9.8% 6.9% 3.1% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
2.4% 16.3% 8.4% 1.0% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
5.4% 27.9% 16.4% 0.4% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
-0.7% 8.9% 11.2% 3.2% 0.79%
QFN
Capital Appreciation
Income Generation
-0.5% 6.0% 10.4% 5.0% 0.39%
QRE
Capital Appreciation
- 11.2% 20.2% -2.2% 1.3% 0.39%
AUDS
Portfolio Diversification
- 10.6% 12.5% 14.0% - 1.38%
YANK
Portfolio Diversification
- -10.6% -15.3% -16.0% - 1.38%
USD
Portfolio Diversification
- -5.3% -6.2% 2.7% 0.2% 0.45%
BBUS
Risk Mitigation
- -20.8% -42.5% -37.5% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
-0.5% 17.7% 18.1% 1.7% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
4.6% 23.9% 24.9% 2.2% 0.58%