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.

55 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
0.4% 6.0% 4.8% 3.6% 0.55%
QAG
Portfolio Diversification
- -1.2% -7.0% -7.6% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
-0.2% 2.0% 2.0% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
4.3% 25.7% 11.6% - 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
7.0% 26.3% 8.0% - 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
6.9% 21.1% 7.3% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
-0.8% 19.2% 11.1% 3.4% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
-0.1% 3.2% 3.0% 2.4% 0.22%
HVST
Income Generation
Risk Mitigation
-4.5% 14.7% 0.7% 10.7% 0.90%
BEAR
Risk Mitigation
- 1.4% -15.9% -8.9% - 1.38%
BBOZ
Risk Mitigation
- 1.1% -36.5% -16.9% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
0.3% 18.7% 11.9% 4.7% 0.25%
QFN
Capital Appreciation
Income Generation
-1.5% 15.5% 9.1% 3.3% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
0.7% - 1.7% - 0.22%
AAA
Income Generation
Risk Mitigation
0.4% 1.8% 2.8% 1.9% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
0.9% 14.0% 11.0% 3.4% 0.25%
QRE
Capital Appreciation
- -6.7% 15.3% 0.2% 7.0% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
-1.7% 15.3% 8.8% 2.3% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
-2.3% 22.2% 12.7% 3.4% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
0.5% - 10.5% - 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
3.5% - 12.3% - 1.00%
EINC
Income Generation
- 0.4% 18.9% 8.6% 4.3% 0.85%
RINC
Income Generation
Portfolio Diversification
1.6% 26.6% 18.4% 4.4% 0.85%
POU
Portfolio Diversification
- 5.8% 4.4% 2.6% 0.5% 0.45%
QCB
Portfolio Diversification
- -1.5% -7.7% -7.1% - 1.29%
OOO
Portfolio Diversification
- -7.5% -20.0% -14.4% 1.2% 0.69%
YMAX
Income Generation
Capital Appreciation
-2.1% 12.5% 6.2% 9.5% 0.76%
EEU
Portfolio Diversification
- 0.1% 0.8% 1.9% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
3.1% 14.1% 10.2% - 0.56%
F100
Portfolio Diversification
- 2.2% - 2.4% - 0.45%
QOZ
Capital Appreciation
Income Generation
-0.6% 17.0% 9.5% 6.4% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
1.9% 12.4% 11.8% 4.2% 0.40%
GEAR
Capital Appreciation
Income Generation
-3.1% 37.1% 11.0% 6.6% 0.80%
GGUS
Capital Appreciation
- 3.3% 23.6% 17.1% 0.1% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-0.9% 3.1% 6.2% 0.5% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
2.9% 3.7% 12.0% 1.3% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
-3.8% 17.8% 17.0% 10.0% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-4.4% -8.5% 4.6% 1.3% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
11.9% 62.7% -1.1% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
4.7% 8.5% 8.1% 0.3% 0.57%
INCM
Income Generation
Portfolio Diversification
3.6% 13.6% 13.2% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
3.0% - 21.0% - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
5.6% 10.6% 0.2% 0.5% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
4.1% 22.7% 19.0% 4.2% 0.59%
QAU
Portfolio Diversification
- 4.9% 21.8% -0.1% - 0.59%
IIND
Capital Appreciation
Portfolio Diversification
- - 7.8% - 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
7.3% 0.9% 7.9% 0.4% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
-2.7% 12.6% 6.6% 3.0% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
2.1% 11.0% 8.4% 1.1% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
3.2% 19.9% 17.9% 2.4% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
1.9% 12.1% 12.3% 5.3% 0.79%
AUDS
Portfolio Diversification
- 0.2% -8.8% -8.4% - 1.38%
YANK
Portfolio Diversification
- -1.1% 7.0% 4.8% 18.1% 1.38%
USD
Portfolio Diversification
- 0.5% 4.8% 4.3% 2.3% 0.45%
BBUS
Risk Mitigation
- -5.3% -30.1% -29.3% - 1.38%