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.

51 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
1.0% 2.9% 3.2% 3.9% 0.55%
QAG
Portfolio Diversification
- -4.0% -14.9% -7.9% - 1.44%
DMKT
Capital Appreciation
Portfolio Diversification
1.3% -6.4% 1.9% - 0.61%
GLIN
Capital Appreciation
Portfolio Diversification
Income Generation
12.6% 23.2% 8.8% 1.6% 0.85%
RENT
Capital Appreciation
Portfolio Diversification
Income Generation
8.4% 21.1% 4.2% 0.9% 0.99%
ASIA
Capital Appreciation
Portfolio Diversification
8.9% - -1.6% - 0.67%
A200
Capital Appreciation
Portfolio Diversification
9.9% - 5.4% - 0.07%
QPON
Income Generation
Portfolio Diversification
Risk Mitigation
0.9% 2.4% 2.9% - 0.22%
HVST
Income Generation
Risk Mitigation
8.0% 4.0% -0.8% 9.8% 0.90%
BEAR
Risk Mitigation
- -9.2% -5.6% -8.4% - 1.38%
BBOZ
Risk Mitigation
- -21.3% -15.1% -13.9% - 1.38%
EX20
Portfolio Diversification
Capital Appreciation
Income Generation
10.1% 4.7% 10.4% 4.8% 0.25%
QFN
Capital Appreciation
Income Generation
5.5% -1.9% 8.8% 4.5% 0.34%
AAA
Income Generation
Risk Mitigation
0.5% 2.0% 2.9% 2.0% 0.18%
CRED
Income Generation
Portfolio Diversification
Risk Mitigation
3.7% - 5.5% - 0.25%
QRE
Capital Appreciation
- 22.6% 19.9% 0.2% 3.7% 0.34%
SMLL
Capital Appreciation
Income Generation
Portfolio Diversification
7.6% 1.5% 7.8% 5.1% 0.39%
FAIR
Capital Appreciation
Portfolio Diversification
Income Generation
8.5% 9.0% 8.9% 2.3% 0.49%
BNDS
Income Generation
Portfolio Diversification
Risk Mitigation
2.9% - 3.6% - 0.42%
EINC
Income Generation
- 6.1% -0.6% 2.1% - 0.85%
RINC
Income Generation
Portfolio Diversification
8.1% 14.2% 14.3% - 0.85%
POU
Portfolio Diversification
- 7.0% 5.8% 2.8% 0.4% 0.45%
QCB
Portfolio Diversification
- 1.0% -8.4% -7.3% 9.5% 1.29%
OOO
Portfolio Diversification
- 10.3% -5.5% -14.9% 1.6% 0.69%
YMAX
Income Generation
Capital Appreciation
6.7% 3.0% 5.8% 9.0% 0.76%
EEU
Portfolio Diversification
- 3.1% 1.8% 2.0% - 0.45%
QOZ
Capital Appreciation
Income Generation
8.9% 4.5% 8.9% 7.1% 0.40%
QUS
Capital Appreciation
Portfolio Diversification
3.0% 11.6% 11.1% 3.4% 0.40%
GEAR
Capital Appreciation
Income Generation
20.2% 4.4% 8.1% 5.4% 0.80%
GGUS
Capital Appreciation
- 1.2% 1.0% 15.2% 0.7% 0.80%
FOOD
Capital Appreciation
Portfolio Diversification
-2.2% -4.4% 6.2% 3.9% 0.57%
BNKS
Capital Appreciation
Portfolio Diversification
Income Generation
-0.3% -11.2% 14.1% 4.7% 0.57%
HACK
Capital Appreciation
Portfolio Diversification
13.6% 23.9% 19.7% 4.3% 0.67%
FUEL
Capital Appreciation
Portfolio Diversification
1.0% 4.8% 8.3% 3.0% 0.57%
MNRS
Capital Appreciation
Portfolio Diversification
21.2% 9.3% -11.7% - 0.57%
DRUG
Capital Appreciation
Portfolio Diversification
-2.8% 11.2% 7.9% 3.5% 0.57%
INCM
Income Generation
Portfolio Diversification
5.8% - 5.1% - 0.45%
QLTY
Capital Appreciation
Portfolio Diversification
7.1% - 5.5% - 0.35%
RBTZ
Capital Appreciation
Portfolio Diversification
3.2% - -9.8% - 0.57%
ETHI
Capital Appreciation
Portfolio Diversification
6.7% 14.6% 17.2% 1.7% 0.59%
QAU
Portfolio Diversification
- 8.2% -1.0% -1.6% - 0.59%
AUST
Risk Mitigation
Capital Appreciation
Income Generation
6.3% 4.3% 5.6% 3.1% 0.49%
WRLD
Risk Mitigation
Capital Appreciation
Portfolio Diversification
2.7% 7.1% 7.4% 1.8% 0.54%
NDQ
Capital Appreciation
Portfolio Diversification
5.0% 13.9% 16.2% 0.5% 0.48%
UMAX
Income Generation
Capital Appreciation
Portfolio Diversification
0.1% 10.5% 11.1% 5.4% 0.79%
AUDS
Portfolio Diversification
- -6.4% -21.4% -6.9% - 1.38%
YANK
Portfolio Diversification
- 5.7% 21.0% 2.7% 2.8% 1.38%
USD
Portfolio Diversification
- 3.1% 11.1% 4.1% 0.8% 0.45%
BBUS
Risk Mitigation
- -7.1% -12.7% -29.3% - 1.38%
HEUR
Capital Appreciation
Portfolio Diversification
4.1% 0.4% 9.2% 3.9% 0.58%
HJPN
Capital Appreciation
Portfolio Diversification
-3.8% -10.0% 8.2% 2.7% 0.58%