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.

63 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
0.6% 6.1% 4.0% 2.6% 0.55%
ASIA
Capital Appreciation
Portfolio Diversification
-9.2% 47.5% 27.9% 1.0% 0.67%
A200
Capital Appreciation
Portfolio Diversification
8.9% 28.9% 9.6% 2.3% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.2% 1.8% 2.5% 0.7% 0.22%
HVST
Income Generation
Risk Mitigation
6.2% 11.9% 0.8% 6.1% 0.90%
BEAR
Risk Mitigation
- -8.5% -24.4% -9.8% - 1.38%
BBOZ
Risk Mitigation
- -18.3% -49.6% -22.3% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
5.6% 21.2% 9.5% 2.1% 0.25%
QFN
Capital Appreciation
Income Generation
13.5% 46.5% 8.6% 1.0% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
2.4% -2.4% 1.2% 1.0% 0.22%
AAA
Income Generation
Risk Mitigation
0.1% 0.5% 2.4% 0.5% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
1.6% 5.3% 6.7% 4.3% 0.25%
BHYB
Income Generation
Portfolio Diversification
- - - - 0.35%
QRE
Capital Appreciation
- 3.3% 33.5% 2.6% 2.7% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
7.9% 35.8% 11.0% 1.7% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
8.2% 14.0% 9.2% 2.1% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
1.6% -0.4% 4.5% 1.4% 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
0.4% 33.3% 18.8% 0.2% 1.00%
EINC
Income Generation
- 7.7% 24.7% 5.6% 2.9% 0.85%
RINC
Income Generation
Portfolio Diversification
7.9% 14.1% 5.8% 3.7% 0.85%
POU
Portfolio Diversification
- 1.6% -1.9% 1.9% 0.5% 0.45%
ERTH
Capital Appreciation
Portfolio Diversification
- - - - 0.65%
CLDD
Capital Appreciation
Portfolio Diversification
-3.1% - - - 0.67%
OOO
Portfolio Diversification
- 7.4% 74.0% - 5.7% 0.69%
DHHF
Portfolio Diversification
- 8.6% - - - 0.19%
YMAX
Income Generation
Capital Appreciation
9.7% 28.9% 6.3% 7.5% 0.76%
DBBF
Portfolio Diversification
- 4.4% - - - 0.39%
DGGF
Portfolio Diversification
- 6.1% - - - 0.39%
DZZF
Portfolio Diversification
- 7.7% - - - 0.39%
EEU
Portfolio Diversification
- 0.5% -6.8% 1.2% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
12.2% 35.5% 10.4% 11.2% 0.56%
F100
Portfolio Diversification
- 11.3% 17.1% 1.0% 2.0% 0.45%
QOZ
Capital Appreciation
Income Generation
8.1% 34.2% 9.1% 1.9% 0.40%
GEAR
Capital Appreciation
Income Generation
17.8% 65.9% 9.7% 2.6% 0.80%
GGUS
Capital Appreciation
- 24.2% 97.7% 23.0% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
11.3% 53.1% 10.3% 0.5% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
16.3% 53.7% 9.5% 0.9% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
5.3% 16.9% 19.3% 10.4% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
6.6% 25.0% -0.3% 2.7% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
19.0% 11.3% 7.0% 2.5% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
-0.7% -8.3% -8.0% 3.1% 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
8.9% 12.6% 9.8% 0.8% 0.57%
INCM
Income Generation
Portfolio Diversification
14.0% 16.8% 1.5% 3.2% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
9.5% 13.8% 19.0% 2.2% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
9.7% - - - 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
2.1% 26.9% 15.2% 3.7% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
8.7% 23.1% 21.6% 9.4% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
8.6% - - - 0.62%
QAU
Portfolio Diversification
- 7.6% 8.7% 1.9% 2.3% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
7.9% 28.2% 9.5% 0.3% 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
6.1% 35.1% 10.7% 0.2% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
6.1% 15.6% 5.9% 2.3% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
7.5% 11.4% 7.9% 0.8% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
6.1% 23.0% 20.9% 2.3% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
5.9% - - - 0.51%
QUS
Capital Appreciation
Portfolio Diversification
13.0% - - - 0.29%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
7.5% 14.5% 10.1% 6.7% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
-0.2% 33.2% 39.3% 1.3% 0.48%
AUDS
Portfolio Diversification
- -0.4% 35.4% -3.0% 10.2% 1.38%
YANK
Portfolio Diversification
- -0.4% -31.7% -5.1% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
0.3% 0.0% 0.9% 0.4% 0.49%
BBUS
Risk Mitigation
- -22.1% -59.7% -35.9% - 1.38%
USD
Portfolio Diversification
- -0.1% -14.5% 2.5% 1.2% 0.45%