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.

65 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% 2.2% 3.8% 2.9% 0.55%
QAG
Portfolio Diversification
- 13.3% 6.6% -6.3% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
5.4% -11.4% -1.1% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
4.6% -11.0% 6.4% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
4.1% -14.0% 2.9% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
14.4% 61.2% 32.3% 1.4% 0.67%
A200
Capital Appreciation
Portfolio Diversification
8.4% -2.2% 6.7% 2.8% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.8% 2.8% 3.0% 1.2% 0.22%
HVST
Income Generation
Risk Mitigation
5.8% -4.8% -0.1% 8.0% 0.90%
BEAR
Risk Mitigation
- -9.0% -8.0% -9.1% - 1.38%
BBOZ
Risk Mitigation
- -20.3% -29.6% -20.2% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
8.0% -2.4% 9.3% 3.0% 0.25%
QFN
Capital Appreciation
Income Generation
15.8% -7.8% 6.9% 6.1% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
1.7% 4.1% 4.9% 1.1% 0.22%
AAA
Income Generation
Risk Mitigation
0.2% 0.8% 2.5% 0.9% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
3.6% 5.7% 9.0% 4.5% 0.25%
QRE
Capital Appreciation
- 3.3% 1.7% 0.8% 2.4% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
8.5% 10.6% 9.3% 2.4% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
7.0% 1.1% 10.0% 3.0% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
1.5% 3.4% 7.1% 2.5% 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
11.5% 15.0% 20.0% 0.3% 1.00%
EINC
Income Generation
- 8.2% -7.7% 3.0% 3.6% 0.85%
RINC
Income Generation
Portfolio Diversification
8.6% -13.5% 5.7% 4.5% 0.85%
POU
Portfolio Diversification
- 0.0% -5.5% 1.9% 0.5% 0.45%
QCB
Portfolio Diversification
- 5.5% -9.1% -7.4% - 1.29%
OOO
Portfolio Diversification
- 3.2% -68.4% -23.1% 13.9% 0.69%
DBBF
Portfolio Diversification
- 4.7% - 3.9% - 0.26%
DZZF
Portfolio Diversification
- 3.7% - 0.5% - 0.26%
DGGF
Portfolio Diversification
- 6.1% - 3.8% - 0.26%
DHHF
Portfolio Diversification
- 7.3% - 3.9% - 0.26%
YMAX
Income Generation
Capital Appreciation
5.2% -4.5% 4.9% 8.9% 0.76%
EEU
Portfolio Diversification
- 0.1% -1.4% 1.6% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
7.9% -2.5% 7.8% 15.0% 0.56%
F100
Portfolio Diversification
- 5.6% -16.7% -8.6% 2.7% 0.45%
QOZ
Capital Appreciation
Income Generation
10.8% -4.3% 7.7% 3.8% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
9.5% -3.1% 9.9% 4.2% 0.40%
GEAR
Capital Appreciation
Income Generation
17.8% -18.9% 6.8% 7.1% 0.80%
GGUS
Capital Appreciation
- 8.0% 15.7% 18.1% - 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
9.9% 3.5% 5.9% 0.6% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
12.7% -20.5% 3.8% 2.8% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
6.6% 18.3% 19.2% 12.7% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
5.1% -32.8% -5.1% 3.9% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-18.1% 30.7% 5.0% 2.3% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
1.8% - 0.1% - 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
0.9% 6.6% 8.6% 1.1% 0.57%
INCM
Income Generation
Portfolio Diversification
7.4% -21.6% -3.6% 4.1% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
5.3% 13.7% 20.0% 2.4% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
4.2% - 12.0% - 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
17.7% 36.8% 17.6% 4.2% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
5.2% 24.2% 21.6% 11.1% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
4.0% - 11.1% - 0.62%
QAU
Portfolio Diversification
- -10.1% 17.9% 1.3% 2.3% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
10.5% 1.4% 5.6% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
12.9% 11.7% 9.2% 0.6% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
4.1% -4.3% 4.8% 3.3% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
3.1% -1.6% 7.1% 1.4% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
1.7% 34.4% 21.7% 2.6% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
0.8% - 11.1% - 0.51%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
5.6% -6.6% 9.5% 7.3% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
7.6% - 50.8% - 0.48%
AUDS
Portfolio Diversification
- -2.0% 7.5% -5.5% 12.4% 1.38%
YANK
Portfolio Diversification
- 0.8% -25.4% -2.7% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
1.8% 4.4% 4.4% - 0.49%
BBUS
Risk Mitigation
- -12.5% -47.1% -33.8% - 1.38%
USD
Portfolio Diversification
- 0.3% -8.0% 3.2% 1.1% 0.45%