Compare Funds | BetaShares

Compare Funds

FILTER BY

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.

61 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
-0.9% 4.4% 3.7% 3.4% 0.55%
QAG
Portfolio Diversification
- -1.4% -7.0% -7.8% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
-4.2% -1.7% 0.9% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
3.1% 21.3% 12.0% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
-0.6% 16.9% 7.5% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
9.7% 28.1% 17.3% 0.4% 0.67%
A200
Capital Appreciation
Portfolio Diversification
-5.3% 8.5% 7.7% 4.2% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.4% 3.0% 2.9% 2.1% 0.22%
HVST
Income Generation
Risk Mitigation
-6.5% 0.7% -0.5% 11.5% 0.90%
BEAR
Risk Mitigation
- 5.7% -7.3% -8.3% - 1.38%
BBOZ
Risk Mitigation
- 12.7% -19.4% -15.1% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
-8.6% 6.6% 9.3% 5.3% 0.25%
QFN
Capital Appreciation
Income Generation
-2.3% 3.4% 8.2% 5.4% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
2.1% - 4.9% - 0.22%
AAA
Income Generation
Risk Mitigation
0.3% 1.6% 2.7% 1.6% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
2.7% 14.1% 11.2% - 0.25%
QRE
Capital Appreciation
- -11.5% -6.8% -0.6% 5.6% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-6.8% 1.0% 5.4% 2.7% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-4.5% 13.2% 10.8% 3.5% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
1.5% 9.1% 9.8% - 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
5.2% - 20.5% - 1.00%
EINC
Income Generation
- -7.9% 5.9% 4.0% 4.6% 0.85%
RINC
Income Generation
Portfolio Diversification
-3.1% 14.0% 14.1% 4.3% 0.85%
POU
Portfolio Diversification
- 3.6% 6.1% 3.2% 0.5% 0.45%
QCB
Portfolio Diversification
- -8.6% -12.7% -8.0% - 1.29%
OOO
Portfolio Diversification
- -19.2% -23.3% -15.9% 9.2% 0.69%
DBBF
Portfolio Diversification
- - - 0.1% - 0.26%
DZZF
Portfolio Diversification
- - - -0.3% - 0.26%
DGGF
Portfolio Diversification
- - - -0.4% - 0.26%
DHHF
Portfolio Diversification
- - - -0.6% - 0.26%
YMAX
Income Generation
Capital Appreciation
-2.9% 5.0% 5.7% 9.1% 0.76%
EEU
Portfolio Diversification
- 4.3% 5.8% 2.4% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
-9.3% 2.2% 7.3% - 0.56%
F100
Portfolio Diversification
- -6.4% - -0.8% - 0.45%
QOZ
Capital Appreciation
Income Generation
-5.9% 5.3% 8.3% 6.4% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
-4.7% 10.8% 11.1% 4.1% 0.40%
GEAR
Capital Appreciation
Income Generation
-12.1% 14.5% 9.2% 8.9% 0.80%
GGUS
Capital Appreciation
- -18.2% 3.3% 12.5% 0.2% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-11.9% -6.4% 2.5% 0.7% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-12.2% -7.6% 7.6% 2.1% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
-2.4% 10.9% 17.1% 9.4% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-16.6% -21.0% -0.5% 1.1% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
0.5% 31.2% -1.4% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
-6.2% 3.3% 6.6% 0.4% 0.57%
INCM
Income Generation
Portfolio Diversification
-7.2% 4.2% 6.9% 3.6% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
0.5% 22.2% 21.3% 1.9% 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
-0.6% 15.4% 2.8% 0.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
3.8% 27.7% 20.4% 3.7% 0.59%
QAU
Portfolio Diversification
- 11.2% 20.7% 0.7% - 0.59%
IIND
Capital Appreciation
Portfolio Diversification
0.8% - 6.9% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
-9.6% -3.0% 5.1% 0.6% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
-5.2% 4.9% 5.5% 3.8% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
-1.2% 12.5% 8.6% 1.4% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
5.7% 32.0% 19.4% 2.1% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
-3.0% 14.2% 11.7% 5.6% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
- - - - 0.48%
AUDS
Portfolio Diversification
- -9.3% -21.0% -11.5% - 1.38%
YANK
Portfolio Diversification
- 8.4% 21.9% 8.3% 16.7% 1.38%
GBND
Portfolio Diversification
Risk Mitigation
- - 2.3% - 0.49%
USD
Portfolio Diversification
- 5.2% 12.2% 5.0% 2.2% 0.45%
BBUS
Risk Mitigation
- 13.0% -18.4% -27.0% - 1.38%