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.

46 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
-0.7% - 0.5% - 0.55%
QAG
Portfolio Diversification
- 0.2% -2.4% -6.4% - 0.69%
DMKT
Capital Appreciation
Portfolio Diversification
1.2% 6.3% 7.1% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
4.9% -3.5% 3.6% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
8.4% 4.6% 0.2% 0.9% 0.99%
A200
Capital Appreciation
Portfolio Diversification
- - - - 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.2% - 2.9% - 0.22%
HVST
Income Generation
Risk Mitigation
-0.2% -10.2% -2.1% 11.6% 0.90%
BEAR
Risk Mitigation
- -0.4% -6.6% -8.6% - 1.38%
BBOZ
Risk Mitigation
- -1.1% -15.8% -12.8% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
1.8% 14.1% 13.6% 2.1% 0.25%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 3.0% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
- - - - 0.25%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
2.4% 18.2% 14.1% - 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
1.5% - 3.6% - 0.49%
EINC
Income Generation
- -2.2% - 0.5% - 0.85%
RINC
Income Generation
Portfolio Diversification
5.1% - 5.7% - 0.85%
POU
Portfolio Diversification
- -0.6% 1.2% 2.2% - 0.45%
QCB
Portfolio Diversification
- 3.7% 11.7% -6.3% - 0.69%
OOO
Portfolio Diversification
- 8.9% 34.9% -14.6% - 0.69%
YMAX
Income Generation
Capital Appreciation
-0.8% 5.2% 5.9% 9.0% 0.79%
EEU
Portfolio Diversification
- -1.6% 1.7% 1.7% - 0.45%
QOZ
Capital Appreciation
Income Generation
-0.5% 8.1% 9.2% 4.0% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
3.3% 9.7% 11.2% 2.1% 0.40%
GEAR
Capital Appreciation
Income Generation
1.1% 16.3% 8.8% 6.4% 0.80%
GGUS
Capital Appreciation
- -1.4% 24.4% 18.6% 0.6% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-1.8% 5.9% 10.5% 1.1% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-7.7% 9.0% 22.9% 2.2% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
9.4% 19.5% 20.4% 2.1% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
14.4% 22.4% 16.8% 3.5% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
6.0% -9.5% -17.4% 0.5% 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
0.5% 6.0% 5.4% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
3.7% 13.7% 18.7% 1.2% 0.59%
QAU
Portfolio Diversification
- -1.6% 1.6% -1.8% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
1.1% 7.1% 6.0% 4.1% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
1.7% 6.8% 7.4% 1.0% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
4.8% 18.9% 17.3% 0.4% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
4.2% 6.8% 11.7% 4.2% 0.79%
QFN
Capital Appreciation
Income Generation
-5.8% -1.1% 9.1% 4.2% 0.39%
QRE
Capital Appreciation
- 7.7% 32.8% -1.3% 1.2% 0.39%
AUDS
Portfolio Diversification
- -6.6% 1.7% 0.8% - 1.38%
YANK
Portfolio Diversification
- 6.2% -7.0% -4.5% - 1.38%
USD
Portfolio Diversification
- 3.2% -1.3% 3.5% 0.2% 0.45%
BBUS
Risk Mitigation
- 1.1% -27.9% -32.1% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
3.5% 2.2% 14.5% 1.4% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-2.8% 11.2% 15.6% 2.3% 0.58%