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
0.8% 4.4% 4.0% 2.5% 0.55%
ASIA
Capital Appreciation
Portfolio Diversification
-5.3% 13.6% 22.9% 3.7% 0.67%
A200
Capital Appreciation
Portfolio Diversification
5.8% 28.8% 10.7% 2.2% 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.3% 0.9% 2.5% 0.9% 0.22%
HVST
Income Generation
Risk Mitigation
3.8% 17.0% 1.4% 6.2% 0.90%
BEAR
Risk Mitigation
- -6.1% -24.0% -10.2% - 1.38%
BBOZ
Risk Mitigation
- -13.4% -47.8% -23.3% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
9.8% 25.2% 11.1% 1.8% 0.25%
QFN
Capital Appreciation
Income Generation
3.0% 44.9% 8.7% 1.6% 0.34%
AGVT
Risk Mitigation
Portfolio Diversification
3.8% 1.1% 2.9% 0.9% 0.22%
AAA
Income Generation
Risk Mitigation
0.1% 0.4% 2.4% 0.5% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
3.2% 4.7% 7.2% 4.7% 0.25%
BHYB
Income Generation
Portfolio Diversification
1.0% - - - 0.35%
QRE
Capital Appreciation
- -2.5% 21.6% 2.3% 3.5% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
5.9% 28.0% 11.8% 6.1% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
12.4% 23.0% 12.0% 2.9% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
2.5% 1.3% 5.0% 1.3% 0.42%
EMMG
Portfolio Diversification
Capital Appreciation
1.6% 21.5% 17.3% 1.5% 1.00%
EINC
Income Generation
- 5.0% 25.2% 6.6% 3.0% 0.85%
RINC
Income Generation
Portfolio Diversification
10.2% 23.2% 8.3% 3.5% 0.85%
POU
Portfolio Diversification
- 2.4% 3.5% 2.1% - 0.45%
ERTH
Capital Appreciation
Portfolio Diversification
13.7% - - - 0.65%
CLDD
Capital Appreciation
Portfolio Diversification
23.7% - - - 0.67%
OOO
Portfolio Diversification
- 4.1% 55.2% - 21.0% 0.69%
DHHF
Portfolio Diversification
- 8.5% - - - 0.19%
YMAX
Income Generation
Capital Appreciation
1.7% 22.3% 6.3% 7.2% 0.76%
DBBF
Portfolio Diversification
- 7.8% - - - 0.39%
DGGF
Portfolio Diversification
- 10.1% - - - 0.39%
DZZF
Portfolio Diversification
- 12.5% - - - 0.39%
EEU
Portfolio Diversification
- 2.0% -1.3% 1.4% - 0.45%
HEUR
Capital Appreciation
Portfolio Diversification
6.2% 34.4% 11.1% 4.6% 0.56%
F100
Portfolio Diversification
- 5.1% 28.0% 3.2% 2.2% 0.45%
QOZ
Capital Appreciation
Income Generation
4.0% 32.8% 9.4% 4.0% 0.40%
GEAR
Capital Appreciation
Income Generation
13.3% 66.7% 11.2% 3.7% 0.80%
GGUS
Capital Appreciation
- 16.8% 73.2% 25.1% 2.8% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-2.6% 33.6% 9.2% 4.1% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-3.0% 44.1% 8.4% 3.7% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
22.9% 43.8% 23.3% 2.8% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
-1.8% 28.5% -0.6% 4.5% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
-11.9% -19.1% 4.0% 3.2% 0.57%
GGOV
Risk Mitigation
Portfolio Diversification
5.1% -2.3% -3.0% 2.6% 0.22%
DRUG
Capital Appreciation
Portfolio Diversification
10.8% 22.6% 11.5% 4.7% 0.57%
INCM
Income Generation
Portfolio Diversification
6.5% 28.4% 3.6% 3.2% 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
16.8% 31.7% 23.8% 4.5% 0.35%
HQLT
Capital Appreciation
Portfolio Diversification
11.3% 30.5% 31.4% 5.2% 0.38%
RBTZ
Capital Appreciation
Portfolio Diversification
14.2% 37.7% 19.0% 3.0% 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
14.6% 32.8% 23.9% 5.3% 0.59%
HETH
Capital Appreciation
Portfolio Diversification
9.0% 30.4% 34.7% 5.7% 0.62%
QAU
Portfolio Diversification
- -5.2% -9.0% 1.3% 5.4% 0.59%
IIND
Capital Appreciation
Portfolio Diversification
15.4% 40.0% 16.1% 2.9% 0.80%
HJPN
Capital Appreciation
Portfolio Diversification
2.7% 29.9% 10.7% 6.0% 0.56%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
5.1% 18.5% 6.5% 2.4% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
11.1% 23.3% 9.6% 0.7% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
20.6% 30.4% 23.7% 3.5% 0.48%
HNDQ
Capital Appreciation
Portfolio Diversification
14.1% 27.7% 35.9% 3.8% 0.51%
QUS
Capital Appreciation
Portfolio Diversification
9.9% - - - 0.29%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
12.4% 28.3% 11.6% 5.5% 0.79%
ATEC
Capital Appreciation
Portfolio Diversification
18.9% 28.0% 47.9% 2.7% 0.48%
AUDS
Portfolio Diversification
- -13.2% -6.7% -5.7% 5.2% 1.38%
YANK
Portfolio Diversification
- 12.0% -0.5% -2.6% - 1.38%
GBND
Portfolio Diversification
Risk Mitigation
1.8% 0.6% 1.8% 2.2% 0.49%
BBUS
Risk Mitigation
- -17.7% -51.3% -36.8% - 1.38%
USD
Portfolio Diversification
- 5.8% 0.9% 3.0% - 0.45%