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.

51 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
1.1% 5.1% 4.0% 3.9% 0.55%
QAG
Portfolio Diversification
- -9.8% -19.5% -8.4% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
1.1% -6.5% 1.9% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
10.1% 22.1% 9.8% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
7.6% 16.8% 5.5% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
13.2% - 5.3% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
9.1% - 8.5% - 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
1.7% 3.3% 3.2% 2.7% 0.22%
HVST
Income Generation
Risk Mitigation
9.8% 9.5% 0.1% 9.1% 0.90%
BEAR
Risk Mitigation
- -8.5% -8.7% -8.6% - 1.38%
BBOZ
Risk Mitigation
- -19.3% -21.4% -14.8% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
9.6% 7.7% 11.4% 4.6% 0.25%
QFN
Capital Appreciation
Income Generation
10.6% 5.7% 8.8% 4.4% 0.34%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 2.9% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
4.7% - 8.9% - 0.25%
QRE
Capital Appreciation
- 6.0% 13.2% 0.0% 3.7% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
11.1% 5.3% 9.5% 4.9% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
9.7% 14.2% 11.6% 2.2% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
3.1% - 5.9% - 0.42%
EINC
Income Generation
- 9.9% 5.3% 4.9% 3.8% 0.85%
RINC
Income Generation
Portfolio Diversification
6.1% 15.8% 16.0% 3.9% 0.85%
POU
Portfolio Diversification
- 2.7% 1.6% 2.6% 0.4% 0.45%
QCB
Portfolio Diversification
- 1.0% -10.4% -7.1% 9.4% 1.29%
OOO
Portfolio Diversification
- 17.3% -5.9% -13.4% 1.5% 0.69%
YMAX
Income Generation
Capital Appreciation
6.9% 6.1% 6.0% 9.4% 0.76%
EEU
Portfolio Diversification
- 1.1% -1.0% 1.9% - 0.45%
QOZ
Capital Appreciation
Income Generation
9.3% 8.4% 9.1% 6.9% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
10.9% 15.1% 12.0% 3.2% 0.40%
GEAR
Capital Appreciation
Income Generation
19.1% 10.9% 8.9% 5.1% 0.80%
GGUS
Capital Appreciation
- 19.8% 21.4% 18.1% 0.7% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
4.3% 2.1% 7.9% 3.7% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
5.3% -4.5% 14.7% 4.5% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
18.5% 22.9% 21.1% 4.1% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
4.1% -4.3% 8.5% 2.9% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-4.3% -1.1% -12.7% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
0.7% 9.7% 6.8% 3.5% 0.57%
INCM
Income Generation
Portfolio Diversification
10.5% - 10.5% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
14.2% - 12.2% - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
20.2% - 0.1% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
13.1% 20.5% 19.0% 1.6% 0.59%
QAU
Portfolio Diversification
- -3.2% -3.8% -2.0% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
7.6% 7.2% 6.2% 3.0% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
9.5% 11.2% 8.6% 1.7% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
16.8% 26.9% 18.5% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
11.8% 15.5% 12.2% 5.6% 0.79%
AUDS
Portfolio Diversification
- -6.6% -16.2% -7.1% - 1.38%
YANK
Portfolio Diversification
- 8.0% 14.6% 3.2% 2.8% 1.38%
USD
Portfolio Diversification
- 4.1% 9.0% 4.2% 0.7% 0.45%
BBUS
Risk Mitigation
- -19.2% -28.7% -30.8% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
12.1% 4.9% 11.5% 3.6% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
3.9% -8.5% 8.5% 2.6% 0.58%