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.

54 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
3.2% 6.7% 5.2% 3.8% 0.55%
QAG
Portfolio Diversification
- 5.6% -3.3% -7.2% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
2.4% -4.2% 2.4% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
7.2% 21.9% 11.2% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
2.3% 14.7% 5.9% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
-1.1% - -1.3% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
8.0% 11.6% 12.6% 2.6% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.9% 3.5% 3.1% 2.6% 0.22%
HVST
Income Generation
Risk Mitigation
8.2% 11.1% 1.2% 8.2% 0.90%
BEAR
Risk Mitigation
- -7.2% -9.6% -9.1% - 1.38%
BBOZ
Risk Mitigation
- -16.2% -23.3% -16.8% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
5.6% 7.3% 11.7% 4.5% 0.25%
QFN
Capital Appreciation
Income Generation
10.7% 8.1% 9.4% 4.1% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
- - - - 0.22%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 2.8% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
4.4% 12.5% 11.9% 3.4% 0.25%
QRE
Capital Appreciation
- 5.3% 15.5% 1.0% 3.4% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
3.7% 2.9% 8.9% 4.9% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
8.3% 16.5% 14.2% 2.1% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
3.1% - 8.8% - 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
- - 6.9% - 1.00%
EINC
Income Generation
- 6.0% 7.2% 7.4% 3.7% 0.85%
RINC
Income Generation
Portfolio Diversification
5.2% 17.4% 19.0% 3.7% 0.85%
POU
Portfolio Diversification
- -1.1% 1.6% 2.3% 0.4% 0.45%
QCB
Portfolio Diversification
- -1.7% -10.4% -7.1% 9.6% 1.29%
OOO
Portfolio Diversification
- -3.5% -21.1% -14.2% 1.6% 0.69%
YMAX
Income Generation
Capital Appreciation
6.9% 8.4% 6.7% 8.9% 0.76%
EEU
Portfolio Diversification
- 2.6% 2.2% 2.1% - 0.45%
F100
Portfolio Diversification
- - - - - 0.45%
QOZ
Capital Appreciation
Income Generation
7.6% 9.4% 9.8% 6.6% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
4.5% 11.1% 11.5% 3.2% 0.40%
GEAR
Capital Appreciation
Income Generation
16.8% 14.6% 11.1% 4.5% 0.80%
GGUS
Capital Appreciation
- 7.3% 13.0% 17.0% 0.7% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
1.9% 1.9% 6.8% 3.7% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
3.3% -2.3% 12.2% 4.7% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
3.1% 14.3% 18.4% 4.2% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-1.6% -9.3% 7.4% 3.0% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
11.4% 16.1% -6.5% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
0.7% 10.6% 7.7% 3.4% 0.57%
INCM
Income Generation
Portfolio Diversification
3.4% - 8.6% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
5.0% - 13.7% - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
5.4% - -2.4% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
5.9% 17.0% 18.6% 1.6% 0.59%
QAU
Portfolio Diversification
- 9.0% 11.4% -0.8% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
7.0% 7.9% 7.3% 2.9% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
3.8% 8.6% 8.2% 1.7% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
5.4% 15.2% 17.4% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
4.9% 10.7% 12.0% 5.5% 0.79%
AUDS
Portfolio Diversification
- -3.2% -13.2% -7.2% - 1.38%
YANK
Portfolio Diversification
- 3.4% 12.1% 3.7% 2.7% 1.38%
USD
Portfolio Diversification
- 1.8% 7.2% 4.2% 0.7% 0.45%
BBUS
Risk Mitigation
- -10.2% -24.4% -29.9% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
4.6% 4.8% 10.4% 3.7% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-3.2% -9.9% 6.0% 2.8% 0.58%