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.

74 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% 0.9% 3.4% 2.5% 0.55%
ASIA
Capital Appreciation
Portfolio Diversification
-10.2% -32.4% 7.7% 5.2% 0.67%
A200
Capital Appreciation
Portfolio Diversification
3.4% 5.3% 8.6% 3.5% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
-0.8% -1.1% 1.8% 0.8% 0.22%
OZBD
Income Generation
Portfolio Diversification
Risk Mitigation
-7.6% - - - 0.19%
HVST
Income Generation
Risk Mitigation
- - - 6.2% 0.72%
BEAR
Risk Mitigation
- -3.9% -7.4% -9.6% - 1.38%
BBOZ
Risk Mitigation
- -9.0% -16.8% -21.6% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
0.3% 4.3% 8.6% 2.4% 0.25%
QFN
Capital Appreciation
Income Generation
6.2% 4.3% 8.2% 3.3% 0.34%
AGVT
Risk Mitigation
- -8.8% -12.3% -3.7% 1.6% 0.22%
AAA
Risk Mitigation
- 0.1% 0.3% 2.2% 0.3% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
-9.0% -13.0% 1.4% 5.0% 0.25%
BHYB
Portfolio Diversification
- -1.3% 1.0% 1.1% 2.5% 0.35%
AQLT
Capital Appreciation
Portfolio Diversification
- - - - 0.35%
QRE
Capital Appreciation
- 6.0% 15.6% 3.7% 4.9% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-2.5% -2.6% 8.2% 7.1% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-1.7% -1.0% 6.9% 3.7% 0.49%
EMMG
Portfolio Diversification
Capital Appreciation
-8.2% -20.1% 4.1% 1.9% 1.00%
EINC
Income Generation
- 1.6% 6.3% 5.7% 5.2% 0.85%
RINC
Income Generation
Portfolio Diversification
-1.1% 11.5% 7.1% 3.9% 0.85%
BNDS
Income Generation
Risk Mitigation
Portfolio Diversification
-6.6% -9.3% 0.5% 1.5% 0.42%
POU
Portfolio Diversification
- -4.9% -4.6% 1.3% - 0.45%
ERTH
Capital Appreciation
Portfolio Diversification
-10.1% -18.0% -14.4% 0.1% 0.65%
CLDD
Capital Appreciation
Portfolio Diversification
-14.6% -25.1% -24.2% 0.7% 0.67%
OOO
Portfolio Diversification
- 25.0% 89.5% -12.2% 13.8% 0.69%
CRYP
Capital Appreciation
Portfolio Diversification
-46.3% - - - 0.67%
EDOC
Capital Appreciation
Portfolio Diversification
- - - - 0.67%
DHHF
Portfolio Diversification
- -1.9% 1.4% 7.9% - 0.19%
DRIV
Capital Appreciation
Portfolio Diversification
-13.8% - - - 0.67%
YMAX
Income Generation
Capital Appreciation
4.9% 3.6% 6.0% 8.8% 0.76%
DBBF
Portfolio Diversification
- -6.2% -5.4% -2.4% - 0.39%
DGGF
Portfolio Diversification
- -5.8% -3.5% 0.3% - 0.39%
DZZF
Portfolio Diversification
- -5.3% -1.6% 3.1% - 0.39%
EEU
Portfolio Diversification
- -3.8% -6.6% 0.5% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
-2.3% -3.9% 7.9% 5.5% 0.56%
F100
Portfolio Diversification
- -1.8% 7.2% 3.1% 3.1% 0.45%
QOZ
Capital Appreciation
Income Generation
5.1% 8.8% 9.1% 5.0% 0.40%
IEAT
Capital Appreciation
Portfolio Diversification
- - - - 0.67%
IPAY
Capital Appreciation
Portfolio Diversification
-11.4% - - - 0.67%
GEAR
Capital Appreciation
Income Generation
6.7% 8.1% 9.5% 7.1% 0.80%
GGUS
Capital Appreciation
- -13.4% -9.9% 17.5% 3.6% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
6.6% 14.9% 11.0% 3.5% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-5.7% -3.6% 7.1% 4.0% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
-13.8% 4.0% 16.5% 3.3% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
19.1% 56.8% 7.6% 3.5% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-10.8% -17.1% 2.4% 4.2% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
-13.8% -16.0% -12.0% 3.4% 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
3.1% 8.8% 9.6% 4.8% 0.57%
INCM
Income Generation
Portfolio Diversification
5.3% 13.6% 4.7% 3.6% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
-6.8% -3.9% 12.1% 5.5% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
-6.2% -7.8% 7.8% 6.1% 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
-18.3% -24.3% 2.9% 4.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
-7.5% -0.8% 17.1% 6.1% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
-7.5% -5.7% 10.6% 6.6% 0.62%
URNM
Capital Appreciation
Portfolio Diversification
- - - - 0.69%
QAU
Portfolio Diversification
- -3.5% -4.7% 1.3% 5.3% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
-3.7% 3.2% 7.2% 3.4% 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
1.9% -0.2% 8.9% 6.3% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
0.9% 1.1% 5.2% 3.2% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
-2.8% 5.4% 7.5% 0.9% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
-10.1% -0.2% 17.7% 4.2% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
-12.3% -9.1% 6.3% 4.7% 0.51%
IBUY
Capital Appreciation
Portfolio Diversification
-23.1% - - - 0.67%
QUS
Capital Appreciation
Portfolio Diversification
-2.1% 7.5% 17.7% 2.5% 0.29%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
-4.2% 6.1% 9.5% 5.8% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
-9.0% -20.9% 8.2% 4.2% 0.48%
TANN
Capital Appreciation
Portfolio Diversification
- - - - 0.69%
AUDS
Portfolio Diversification
- -4.7% -20.8% -6.5% 5.7% 1.38%
YANK
Portfolio Diversification
- 2.5% 16.1% -1.6% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
-7.1% -10.6% -3.9% 2.6% 0.49%
BBUS
Risk Mitigation
- 9.2% -8.2% -32.4% - 1.38%
USD
Portfolio Diversification
- 1.1% 7.6% 3.0% - 0.45%
GAME
Capital Appreciation
Portfolio Diversification
-11.8% - - - 0.57%